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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 | $55,556 | $96,558-42.5% | $80,977-31.4% | $273,972-79.7% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 10.09% | 15.14%-5.1pp | 17.11%-7.0pp | 41.46%-31.4pp |
| Employer contribution / active EE | $2,217 | $4,869-54.5% | $3,715-40.3% | $4,869-54.5% |
| Participant deferral / active EE | $5,894 | $6,598-10.7% | $5,696+3.5% | $5,287+11.5% |
| Admin fee / account holder | $2 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |