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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 | $85,846 | $76,407+12.4% | $150,298-42.9% | $82,448+4.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.82% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $4,307 | $2,614+64.8% | $4,154+3.7% | $2,551+68.8% |
| Participant deferral / active EE | $5,531 | $3,214+72.1% | $5,453+1.4% | $4,139+33.6% |
| Admin fee / account holder | $224 | $6,352-96.5% | $14,116-98.4% | $7,234-96.9% |