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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 | $100,840 | $146,267-31.1% | $197,124-48.8% | $82,448+22.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 86.7%-2.1pp | 68.1%+16.5pp |
| Annual return | 13.71% | 29.61%-15.9pp | 44.34%-30.6pp | 41.64%-27.9pp |
| Employer contribution / active EE | $8,032 | $4,723+70.0% | $6,227+29.0% | $2,551+214.8% |
| Participant deferral / active EE | $8,029 | $7,035+14.1% | $9,135-12.1% | $4,139+94.0% |
| Admin fee / account holder | $279 | $14,422-98.1% | $16,298-98.3% | $7,234-96.1% |