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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 | $62,553 | $181,896-65.6% | $156,551-60.0% | $273,972-77.2% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 8.39% | 30.74%-22.4pp | 32.23%-23.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $3,298 | $6,248-47.2% | $5,501-40.0% | $4,869-32.3% |
| Participant deferral / active EE | $4,519 | $5,550-18.6% | $4,871-7.2% | $5,287-14.5% |
| Admin fee / account holder | $178 | $15,560-98.9% | $13,028-98.6% | $10,133-98.2% |