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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 | $35,409 | $115,225-69.3% | $100,712-64.8% | $138,895-74.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 20.66% | 40.35%-19.7pp | 33.27%-12.6pp | 145.39%-124.7pp |
| Employer contribution / active EE | $2,738 | $2,771-1.2% | $2,313+18.4% | $4,194-34.7% |
| Participant deferral / active EE | $4,884 | $4,699+3.9% | $4,085+19.6% | $6,396-23.6% |
| Admin fee / account holder | $0 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |