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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 | $98,217 | $81,358+20.7% | $155,556-36.9% | $80,959+21.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.13% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $2,699 | $3,106-13.1% | $4,675-42.3% | $2,757-2.1% |
| Participant deferral / active EE | $7,471 | $3,455+116.2% | $5,631+32.7% | $4,300+73.7% |
| Admin fee / account holder | $87 | $7,994-98.9% | $15,885-99.5% | $6,925-98.7% |