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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 | $147,965 | $115,225+28.4% | $100,712+46.9% | $138,895+6.5% |
| Participation rate | 70.0% | 74.3%-4.3pp | 69.3%+0.7pp | 79.9%-9.9pp |
| Annual return | 15.56% | 40.35%-24.8pp | 33.27%-17.7pp | 145.39%-129.8pp |
| Employer contribution / active EE | $3,143 | $2,771+13.4% | $2,313+35.9% | $4,194-25.1% |
| Participant deferral / active EE | $5,032 | $4,699+7.1% | $4,085+23.2% | $6,396-21.3% |
| Admin fee / account holder | $69 | $10,844-99.4% | $9,256-99.3% | $12,562-99.4% |