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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 | $60,156 | $99,345-39.4% | $84,753-29.0% | $273,970-78.0% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 7.41% | 22.93%-15.5pp | 22.78%-15.4pp | 41.46%-34.0pp |
| Employer contribution / active EE | $10,043 | $4,214+138.3% | $3,574+181.0% | $4,869+106.3% |
| Participant deferral / active EE | $8,427 | $4,270+97.4% | $3,712+127.0% | $5,287+59.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |