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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 | $76,771 | $162,136-52.7% | $152,301-49.6% | $154,746-50.4% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 17.66% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,867 | $4,890-0.5% | $4,624+5.2% | $4,379+11.1% |
| Participant deferral / active EE | $7,146 | $8,341-14.3% | $8,004-10.7% | $6,730+6.2% |
| Admin fee / account holder | $46 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |