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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 | $82,091 | $118,496-30.7% | $98,461-16.6% | $139,466-41.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 14.95% | 18.96%-4.0pp | 21.17%-6.2pp | 373.66%-358.7pp |
| Employer contribution / active EE | $5,542 | $3,611+53.5% | $3,049+81.8% | $4,754+16.6% |
| Participant deferral / active EE | $4,132 | $5,393-23.4% | $4,738-12.8% | $6,712-38.4% |
| Admin fee / account holder | $86 | $14,056-99.4% | $8,961-99.0% | $11,409-99.2% |