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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 | $122,981 | $96,562+27.4% | $80,976+51.9% | $273,965-55.1% |
| Participation rate | 70.6% | 79.1%-8.5pp | 75.8%-5.2pp | 83.0%-12.4pp |
| Annual return | 6.83% | 15.14%-8.3pp | 17.10%-10.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,512 | $4,868-68.9% | $3,714-59.3% | $4,869-68.9% |
| Participant deferral / active EE | $5,279 | $6,597-20.0% | $5,696-7.3% | $5,287-0.2% |
| Admin fee / account holder | $120 | $7,493-98.4% | $5,516-97.8% | $10,132-98.8% |