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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 | $84,020 | $156,398-46.3% | $147,318-43.0% | $138,895-39.5% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 18.59% | 78.75%-60.2pp | 70.43%-51.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $2,665 | $4,853-45.1% | $4,593-42.0% | $4,194-36.5% |
| Participant deferral / active EE | $8,972 | $8,237+8.9% | $7,906+13.5% | $6,396+40.3% |
| Admin fee / account holder | $128 | $14,976-99.1% | $13,708-99.1% | $12,562-99.0% |