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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 | $40,013 | $88,707-54.9% | $74,184-46.1% | $273,972-85.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.09% | 11.94%-5.8pp | 17.74%-11.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $7,256 | $3,159+129.7% | $2,370+206.1% | $4,869+49.0% |
| Participant deferral / active EE | $2,134 | $4,212-49.3% | $3,550-39.9% | $5,287-59.6% |
| Admin fee / account holder | $116 | $8,717-98.7% | $5,586-97.9% | $10,133-98.9% |