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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 | $58,116 | $57,828+0.5% | $117,039-50.3% | $70,126-17.1% |
| Participation rate | 85.7% | 67.1%+18.6pp | 77.2%+8.5pp | 69.5%+16.2pp |
| Annual return | 14.62% | 17.55%-2.9pp | 18.95%-4.3pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,064 | $1,816+68.7% | $3,785-19.1% | $2,343+30.8% |
| Participant deferral / active EE | $4,107 | $2,438+68.5% | $3,929+4.5% | $3,332+23.3% |
| Admin fee / account holder | $198 | $3,548-94.4% | $5,974-96.7% | $4,645-95.7% |