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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 | $105,589 | $135,956-22.3% | $123,894-14.8% | $273,972-61.5% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 4.74% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $3,056 | $5,170-40.9% | $4,617-33.8% | $4,869-37.2% |
| Participant deferral / active EE | $5,534 | $6,343-12.7% | $5,984-7.5% | $5,287+4.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |