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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 | $98,975 | $165,381-40.2% | $149,730-33.9% | $158,966-37.7% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 23.67% | 348.29%-324.6pp | 276.70%-253.0pp | 302.95%-279.3pp |
| Employer contribution / active EE | $3,587 | $5,104-29.7% | $4,645-22.8% | $4,762-24.7% |
| Participant deferral / active EE | $10,482 | $7,182+45.9% | $6,843+53.2% | $5,983+75.2% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |