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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 | $77,305 | $215,361-64.1% | $171,082-54.8% | $273,972-71.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.96% | 25.14%-21.2pp | 32.56%-28.6pp | 41.46%-37.5pp |
| Employer contribution / active EE | $2,697 | $4,967-45.7% | $4,002-32.6% | $4,869-44.6% |
| Participant deferral / active EE | $4,736 | $5,543-14.6% | $4,797-1.3% | $5,287-10.4% |
| Admin fee / account holder | $98 | $10,846-99.1% | $8,520-98.8% | $10,133-99.0% |