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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 | $58,382 | $154,228-62.1% | $145,433-59.9% | $137,256-57.5% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 24.23% | 74.59%-50.4pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $13,672 | $4,804+184.6% | $4,554+200.2% | $4,156+229.0% |
| Participant deferral / active EE | $3,418 | $8,216-58.4% | $7,897-56.7% | $6,407-46.6% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |