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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 | $97,217 | $103,392-6.0% | $87,104+11.6% | $152,897-36.4% |
| Participation rate | 73.9% | 79.4%-5.4pp | 76.9%-3.0pp | 82.5%-8.5pp |
| Annual return | 25.64% | 28.10%-2.5pp | 28.19%-2.5pp | 345.43%-319.8pp |
| Employer contribution / active EE | $1,884 | $3,221-41.5% | $2,521-25.3% | $4,764-60.5% |
| Participant deferral / active EE | $2,794 | $4,778-41.5% | $4,048-31.0% | $5,851-52.2% |
| Admin fee / account holder | $268 | $12,194-97.8% | $7,491-96.4% | $11,599-97.7% |