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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 | $94,227 | $126,661-25.6% | $113,397-16.9% | $138,895-32.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.5%-1.5pp | 79.9%-4.9pp |
| Annual return | 11.47% | 25.05%-13.6pp | 23.20%-11.7pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,884 | $3,456-16.5% | $2,977-3.1% | $4,194-31.2% |
| Participant deferral / active EE | $10,273 | $5,693+80.5% | $5,076+102.4% | $6,396+60.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |