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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 | $33,014 | $99,345-66.8% | $84,753-61.0% | $273,972-87.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 22.93%-15.3pp | 22.78%-15.1pp | 41.46%-33.8pp |
| Employer contribution / active EE | $2,945 | $4,214-30.1% | $3,574-17.6% | $4,869-39.5% |
| Participant deferral / active EE | $5,921 | $4,270+38.7% | $3,712+59.5% | $5,287+12.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |