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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 | $100,996 | $181,896-44.5% | $156,551-35.5% | $273,972-63.1% |
| Participation rate | 84.6% | 88.4%-3.8pp | 84.0%+0.6pp | 83.0%+1.6pp |
| Annual return | 3.97% | 30.74%-26.8pp | 32.23%-28.3pp | 41.46%-37.5pp |
| Employer contribution / active EE | $5,674 | $6,248-9.2% | $5,501+3.1% | $4,869+16.5% |
| Participant deferral / active EE | $5,029 | $5,550-9.4% | $4,871+3.2% | $5,287-4.9% |
| Admin fee / account holder | $15 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |