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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 | $46,155 | $178,174-74.1% | $156,181-70.4% | $137,256-66.4% |
| Participation rate | 70.6% | 82.0%-11.4pp | 78.8%-8.2pp | 80.0%-9.4pp |
| Annual return | 22.52% | 84.19%-61.7pp | 64.87%-42.4pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,618 | $4,972-27.2% | $4,294-15.7% | $4,156-12.9% |
| Participant deferral / active EE | $7,219 | $6,888+4.8% | $6,132+17.7% | $6,407+12.7% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |