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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 | $100,919 | $162,821-38.0% | $133,978-24.7% | $158,982-36.5% |
| Participation rate | 81.0% | 83.2%-2.3pp | 79.8%+1.1pp | 82.0%-1.0pp |
| Annual return | 26.86% | 41.95%-15.1pp | 45.10%-18.2pp | 302.99%-276.1pp |
| Employer contribution / active EE | $2,823 | $4,976-43.3% | $3,919-28.0% | $4,763-40.7% |
| Participant deferral / active EE | $5,183 | $5,910-12.3% | $5,047+2.7% | $5,983-13.4% |
| Admin fee / account holder | $187 | $11,742-98.4% | $8,930-97.9% | $11,252-98.3% |