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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 | $100,070 | $223,823-55.3% | $211,142-52.6% | $154,746-35.3% |
| Participation rate | 91.7% | 87.9%+3.8pp | 87.3%+4.4pp | 80.7%+11.0pp |
| Annual return | 19.17% | 50.39%-31.2pp | 46.84%-27.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,136 | $6,787-24.3% | $6,442-20.3% | $4,379+17.3% |
| Participant deferral / active EE | $9,957 | $9,750+2.1% | $9,284+7.3% | $6,730+47.9% |
| Admin fee / account holder | $77 | $19,707-99.6% | $19,076-99.6% | $14,365-99.5% |