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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 | $123,050 | $154,228-20.2% | $145,433-15.4% | $137,256-10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.78% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,924 | $4,804+44.1% | $4,554+52.0% | $4,156+66.6% |
| Participant deferral / active EE | $18,315 | $8,216+122.9% | $7,897+131.9% | $6,407+185.9% |
| Admin fee / account holder | $26 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |