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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 | $49,353 | $153,774-67.9% | $133,979-63.2% | $273,970-82.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.47% | 36.51%-30.0pp | 29.30%-22.8pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,661 | $6,029-72.5% | $5,211-68.1% | $4,869-65.9% |
| Participant deferral / active EE | $8,319 | $6,958+19.6% | $6,282+32.4% | $5,287+57.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |