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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 | $168,456 | $140,578+19.8% | $100,671+67.3% | $125,389+34.3% |
| Participation rate | 70.0% | 80.4%-10.4pp | 70.7%-0.7pp | 83.2%-13.2pp |
| Annual return | 3.60% | 24.67%-21.1pp | 20.43%-16.8pp | 282.24%-278.6pp |
| Employer contribution / active EE | $1,920 | $5,965-67.8% | $4,012-52.2% | $4,866-60.5% |
| Participant deferral / active EE | $5,261 | $3,981+32.1% | $3,144+67.4% | $5,352-1.7% |
| Admin fee / account holder | $6 | $6,716-99.9% | $4,850-99.9% | $9,541-99.9% |