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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 | $103,623 | $106,749-2.9% | $145,433-28.7% | $82,448+25.7% |
| Participation rate | 91.9% | 75.6%+16.2pp | 82.1%+9.8pp | 68.1%+23.8pp |
| Annual return | 16.77% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $3,764 | $3,444+9.3% | $4,554-17.4% | $2,551+47.5% |
| Participant deferral / active EE | $4,976 | $6,519-23.7% | $7,897-37.0% | $4,139+20.2% |
| Admin fee / account holder | $5 | $8,390-99.9% | $13,129-100.0% | $7,234-99.9% |