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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 | $109,386 | $156,398-30.1% | $147,318-25.7% | $138,895-21.2% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 14.97% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.4pp |
| Employer contribution / active EE | $2,215 | $4,853-54.4% | $4,593-51.8% | $4,194-47.2% |
| Participant deferral / active EE | $4,930 | $8,237-40.1% | $7,906-37.6% | $6,396-22.9% |
| Admin fee / account holder | $19 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |