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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,207 | $135,956-46.2% | $123,894-40.9% | $273,972-73.3% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 6.13% | 56.63%-50.5pp | 47.52%-41.4pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,771 | $5,170-46.4% | $4,617-40.0% | $4,869-43.1% |
| Participant deferral / active EE | $5,433 | $6,343-14.3% | $5,984-9.2% | $5,287+2.8% |
| Admin fee / account holder | $283 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |