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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 | $61,600 | $93,064-33.8% | $74,577-17.4% | $273,970-77.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 11.75% | 26.18%-14.4pp | 20.47%-8.7pp | 41.46%-29.7pp |
| Employer contribution / active EE | $8,003 | $3,160+153.3% | $2,525+216.9% | $4,869+64.4% |
| Participant deferral / active EE | $2,884 | $4,160-30.7% | $3,458-16.6% | $5,287-45.4% |
| Admin fee / account holder | $112 | $5,273-97.9% | $4,138-97.3% | $10,132-98.9% |