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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 | $61,995 | $153,769-59.7% | $133,975-53.7% | $273,972-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.14% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.3pp |
| Employer contribution / active EE | $8,446 | $6,029+40.1% | $5,211+62.1% | $4,869+73.5% |
| Participant deferral / active EE | $10,736 | $6,958+54.3% | $6,282+70.9% | $5,287+103.0% |
| Admin fee / account holder | $68 | $11,765-99.4% | $9,324-99.3% | $10,133-99.3% |