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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 | $57,710 | $56,894+1.4% | $84,753-31.9% | $62,881-8.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.76% | 6.30%-1.5pp | 22.78%-18.0pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,038 | $2,400-15.1% | $3,574-43.0% | $2,281-10.7% |
| Participant deferral / active EE | $2,841 | $2,709+4.9% | $3,712-23.5% | $3,203-11.3% |
| Admin fee / account holder | $90 | $3,581-97.5% | $5,333-98.3% | $4,296-97.9% |