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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 | $88,069 | $76,551+15.0% | $123,894-28.9% | $62,881+40.1% |
| Participation rate | 83.9% | 73.0%+10.9pp | 81.4%+2.5pp | 69.3%+14.6pp |
| Annual return | 9.36% | 18.68%-9.3pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $2,185 | $2,882-24.2% | $4,617-52.7% | $2,281-4.2% |
| Participant deferral / active EE | $7,448 | $4,840+53.9% | $5,984+24.5% | $3,203+132.5% |
| Admin fee / account holder | $260 | $4,826-94.6% | $8,357-96.9% | $4,296-93.9% |