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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 | $88,021 | $215,361-59.1% | $171,082-48.6% | $273,972-67.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.98% | 25.14%-17.2pp | 32.56%-24.6pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,825 | $4,967-43.1% | $4,002-29.4% | $4,869-42.0% |
| Participant deferral / active EE | $7,114 | $5,543+28.3% | $4,797+48.3% | $5,287+34.6% |
| Admin fee / account holder | $72 | $10,846-99.3% | $8,520-99.2% | $10,133-99.3% |