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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 | $99,207 | $148,582-33.2% | $135,942-27.0% | $139,456-28.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.08% | 79.26%-53.2pp | 68.28%-42.2pp | 373.45%-347.4pp |
| Employer contribution / active EE | $4,364 | $5,245-16.8% | $4,858-10.2% | $4,753-8.2% |
| Participant deferral / active EE | $10,945 | $8,101+35.1% | $7,759+41.1% | $6,711+63.1% |
| Admin fee / account holder | $17 | $12,402-99.9% | $10,764-99.8% | $11,407-99.8% |