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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 | $87,924 | $181,896-51.7% | $156,551-43.8% | $273,972-67.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.87% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $4,741 | $6,248-24.1% | $5,501-13.8% | $4,869-2.6% |
| Participant deferral / active EE | $4,594 | $5,550-17.2% | $4,871-5.7% | $5,287-13.1% |
| Admin fee / account holder | $91 | $15,560-99.4% | $13,028-99.3% | $10,133-99.1% |