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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 | $172,941 | $197,625-12.5% | $177,840-2.8% | $158,966+8.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.29% | 58.76%-41.5pp | 48.32%-31.0pp | 302.95%-285.7pp |
| Employer contribution / active EE | $4,087 | $6,698-39.0% | $5,919-31.0% | $4,762-14.2% |
| Participant deferral / active EE | $11,499 | $8,405+36.8% | $7,714+49.1% | $5,983+92.2% |
| Admin fee / account holder | $60 | $15,405-99.6% | $12,431-99.5% | $11,250-99.5% |