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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 | $55,777 | $181,896-69.3% | $156,551-64.4% | $273,972-79.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.10% | 30.74%-25.6pp | 32.23%-27.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $5,972 | $6,248-4.4% | $5,501+8.5% | $4,869+22.7% |
| Participant deferral / active EE | $5,609 | $5,550+1.1% | $4,871+15.2% | $5,287+6.1% |
| Admin fee / account holder | $23 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |