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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 | $126,408 | $181,896-30.5% | $156,551-19.3% | $273,972-53.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 6.99% | 30.74%-23.7pp | 32.23%-25.2pp | 41.46%-34.5pp |
| Employer contribution / active EE | $2,875 | $6,248-54.0% | $5,501-47.7% | $4,869-41.0% |
| Participant deferral / active EE | $5,653 | $5,550+1.9% | $4,871+16.0% | $5,287+6.9% |
| Admin fee / account holder | $169 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |