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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 | $168,193 | $172,111-2.3% | $150,298+11.9% | $137,256+22.5% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 21.58% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,532 | $4,636-45.4% | $4,154-39.1% | $4,156-39.1% |
| Participant deferral / active EE | $8,594 | $6,166+39.4% | $5,453+57.6% | $6,407+34.1% |
| Admin fee / account holder | $20 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |