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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 | $103,695 | $135,956-23.7% | $123,894-16.3% | $273,972-62.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 4.76% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $9,683 | $5,170+87.3% | $4,617+109.7% | $4,869+98.9% |
| Participant deferral / active EE | $6,920 | $6,343+9.1% | $5,984+15.6% | $5,287+30.9% |
| Admin fee / account holder | $81 | $9,817-99.2% | $8,357-99.0% | $10,133-99.2% |