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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 | $51,808 | $132,310-60.8% | $105,754-51.0% | $273,972-81.1% |
| Participation rate | 71.4% | 83.2%-11.8pp | 78.9%-7.5pp | 83.0%-11.6pp |
| Annual return | 8.09% | 10.08%-2.0pp | 12.25%-4.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $5,709 | $4,867+17.3% | $4,079+40.0% | $4,869+17.2% |
| Participant deferral / active EE | $10,410 | $6,233+67.0% | $5,326+95.5% | $5,287+96.9% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |