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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 | $55,993 | $124,425-55.0% | $112,040-50.0% | $137,256-59.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.07% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $2,994 | $3,411-12.2% | $2,954+1.3% | $4,156-28.0% |
| Participant deferral / active EE | $4,380 | $5,718-23.4% | $5,098-14.1% | $6,407-31.6% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |