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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 | $106,779 | $181,896-41.3% | $156,551-31.8% | $273,972-61.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.67% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,255 | $6,248-15.9% | $5,501-4.5% | $4,869+7.9% |
| Participant deferral / active EE | $4,530 | $5,550-18.4% | $4,871-7.0% | $5,287-14.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |