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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 | $123,928 | $156,398-20.8% | $147,318-15.9% | $138,895-10.8% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 16.26% | 78.75%-62.5pp | 70.43%-54.2pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,175 | $4,853-55.2% | $4,593-52.6% | $4,194-48.1% |
| Participant deferral / active EE | $9,855 | $8,237+19.6% | $7,906+24.6% | $6,396+54.1% |
| Admin fee / account holder | $70 | $14,976-99.5% | $13,708-99.5% | $12,562-99.4% |