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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 | $98,497 | $93,064+5.8% | $74,577+32.1% | $273,972-64.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.48% | 26.18%-22.7pp | 20.47%-17.0pp | 41.46%-38.0pp |
| Employer contribution / active EE | $3,300 | $3,160+4.4% | $2,525+30.7% | $4,869-32.2% |
| Participant deferral / active EE | $5,644 | $4,160+35.7% | $3,458+63.2% | $5,287+6.7% |
| Admin fee / account holder | $3 | $5,273-99.9% | $4,138-99.9% | $10,133-100.0% |