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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 | $56,495 | $172,111-67.2% | $150,298-62.4% | $137,256-58.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.77% | 69.37%-53.6pp | 62.79%-47.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,149 | $4,636+11.1% | $4,154+24.0% | $4,156+23.9% |
| Participant deferral / active EE | $2,060 | $6,166-66.6% | $5,453-62.2% | $6,407-67.8% |
| Admin fee / account holder | $213 | $16,471-98.7% | $14,116-98.5% | $12,270-98.3% |