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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 | $91,826 | $181,062-49.3% | $158,223-42.0% | $155,188-40.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 18.85% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $4,198 | $4,565-8.0% | $4,109+2.2% | $4,248-1.2% |
| Participant deferral / active EE | $5,998 | $6,134-2.2% | $5,467+9.7% | $6,531-8.2% |
| Admin fee / account holder | $67 | $18,825-99.6% | $16,047-99.6% | $14,480-99.5% |