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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 | $37,088 | $181,896-79.6% | $156,551-76.3% | $273,972-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.29% | 30.74%-25.4pp | 32.23%-26.9pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,019 | $6,248-67.7% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $4,918 | $5,550-11.4% | $4,871+1.0% | $5,287-7.0% |
| Admin fee / account holder | $144 | $15,560-99.1% | $13,028-98.9% | $10,133-98.6% |