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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 | $148,241 | $157,304-5.8% | $141,197+5.0% | $152,909-3.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 26.49% | 64.34%-37.9pp | 71.41%-44.9pp | 345.46%-319.0pp |
| Employer contribution / active EE | $2,717 | $5,263-48.4% | $4,736-42.6% | $4,764-43.0% |
| Participant deferral / active EE | $8,219 | $7,111+15.6% | $6,710+22.5% | $5,851+40.5% |
| Admin fee / account holder | $54 | $12,126-99.6% | $10,265-99.5% | $11,601-99.5% |