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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 | $43,964 | $181,896-75.8% | $156,551-71.9% | $273,972-84.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.61% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,655 | $6,248-57.5% | $5,501-51.7% | $4,869-45.5% |
| Participant deferral / active EE | $2,978 | $5,550-46.3% | $4,871-38.9% | $5,287-43.7% |
| Admin fee / account holder | $124 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |