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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 | $120,800 | $84,236+43.4% | $170,439-29.1% | $70,124+72.3% |
| Participation rate | 97.5% | 70.8%+26.7pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 18.42% | 23.06%-4.6pp | 205.94%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $7,395 | $3,387+118.3% | $5,433+36.1% | $2,342+215.7% |
| Participant deferral / active EE | $5,865 | $3,086+90.1% | $4,939+18.7% | $3,332+76.0% |
| Admin fee / account holder | $66 | $5,698-98.8% | $13,881-99.5% | $4,645-98.6% |