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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 | $108,418 | $99,345+9.1% | $84,753+27.9% | $273,972-60.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.38% | 22.93%-15.5pp | 22.78%-15.4pp | 41.46%-34.1pp |
| Employer contribution / active EE | $769 | $4,214-81.7% | $3,574-78.5% | $4,869-84.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $173 | $6,645-97.4% | $5,333-96.8% | $10,133-98.3% |