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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 | $69,945 | $181,896-61.5% | $156,551-55.3% | $273,972-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.54% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,912 | $6,248-53.4% | $5,501-47.1% | $4,869-40.2% |
| Participant deferral / active EE | $8,218 | $5,550+48.1% | $4,871+68.7% | $5,287+55.4% |
| Admin fee / account holder | $65 | $15,560-99.6% | $13,028-99.5% | $10,133-99.4% |