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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 | $166,347 | $153,311+8.5% | $109,313+52.2% | $273,972-39.3% |
| Participation rate | 77.8% | 80.1%-2.3pp | 71.3%+6.5pp | 83.0%-5.2pp |
| Annual return | 6.29% | 29.86%-23.6pp | 22.07%-15.8pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,216 | $5,619-60.6% | $3,892-43.1% | $4,869-54.5% |
| Participant deferral / active EE | $6,382 | $3,932+62.3% | $3,166+101.5% | $5,287+20.7% |
| Admin fee / account holder | $5 | $8,076-99.9% | $5,666-99.9% | $10,133-100.0% |