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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 | $68,694 | $52,379+31.1% | $46,225+48.6% | $273,972-74.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 5.98% | 7.23%-1.3pp | 7.57%-1.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $3,362 | $4,226-20.5% | $3,424-1.8% | $4,869-31.0% |
| Participant deferral / active EE | $5,641 | $4,660+21.1% | $3,776+49.4% | $5,287+6.7% |
| Admin fee / account holder | $0 | $4,652-100.0% | $3,519-100.0% | $10,133-100.0% |