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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 | $77,469 | $114,119-32.1% | $107,187-27.7% | $138,895-44.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 79.9%+2.7pp |
| Annual return | 20.23% | 273.21%-253.0pp | 204.55%-184.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $2,880 | $4,059-29.0% | $3,782-23.8% | $4,194-31.3% |
| Participant deferral / active EE | $5,382 | $5,538-2.8% | $5,096+5.6% | $6,396-15.9% |
| Admin fee / account holder | $161 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |