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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 | $123,534 | $174,379-29.2% | $152,093-18.8% | $138,895-11.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.28% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $4,646 | $4,652-0.1% | $4,175+11.3% | $4,194+10.8% |
| Participant deferral / active EE | $6,228 | $6,159+1.1% | $5,451+14.3% | $6,396-2.6% |
| Admin fee / account holder | $92 | $16,880-99.5% | $14,497-99.4% | $12,562-99.3% |