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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 | $41,144 | $215,361-80.9% | $171,082-76.0% | $273,972-85.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 9.23% | 25.14%-15.9pp | 32.56%-23.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $2,028 | $4,967-59.2% | $4,002-49.3% | $4,869-58.3% |
| Participant deferral / active EE | $7,524 | $5,543+35.7% | $4,797+56.8% | $5,287+42.3% |
| Admin fee / account holder | $15 | $10,846-99.9% | $8,520-99.8% | $10,133-99.9% |