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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 | $73,770 | $153,769-52.0% | $133,975-44.9% | $273,972-73.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.92% | 36.51%-30.6pp | 29.29%-23.4pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,390 | $6,958+20.6% | $6,282+33.6% | $5,287+58.7% |
| Admin fee / account holder | $8 | $11,765-99.9% | $9,324-99.9% | $10,133-99.9% |