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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 | $24,687 | $153,311-83.9% | $109,313-77.4% | $273,972-91.0% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 8.50% | 29.86%-21.4pp | 22.07%-13.6pp | 41.46%-33.0pp |
| Employer contribution / active EE | $4,320 | $5,619-23.1% | $3,892+11.0% | $4,869-11.3% |
| Participant deferral / active EE | $4,320 | $3,932+9.9% | $3,166+36.4% | $5,287-18.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |