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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 | $48,735 | $135,956-64.2% | $123,894-60.7% | $273,972-82.2% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 5.85% | 56.63%-50.8pp | 47.52%-41.7pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,660 | $5,170-67.9% | $4,617-64.1% | $4,869-65.9% |
| Participant deferral / active EE | $2,533 | $6,343-60.1% | $5,984-57.7% | $5,287-52.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |