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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 | $144,856 | $174,379-16.9% | $152,093-4.8% | $138,895+4.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.91% | 74.86%-57.9pp | 66.36%-49.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,702 | $4,652-41.9% | $4,175-35.3% | $4,194-35.6% |
| Participant deferral / active EE | $3,702 | $6,159-39.9% | $5,451-32.1% | $6,396-42.1% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |