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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 | $84,524 | $95,959-11.9% | $97,411-13.2% | $138,895-39.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 24.82% | 29.30%-4.5pp | 34.72%-9.9pp | 145.39%-120.6pp |
| Employer contribution / active EE | $6,850 | $4,278+60.1% | $4,210+62.7% | $4,194+63.3% |
| Participant deferral / active EE | $10,708 | $5,876+82.2% | $5,886+81.9% | $6,396+67.4% |
| Admin fee / account holder | $103 | $7,555-98.6% | $7,145-98.6% | $12,562-99.2% |