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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 | $146,152 | $115,903+26.1% | $100,528+45.4% | $158,966-8.1% |
| Participation rate | 83.3% | 81.6%+1.7pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 17.53% | 34.80%-17.3pp | 30.90%-13.4pp | 302.95%-285.4pp |
| Employer contribution / active EE | $1,454 | $4,105-64.6% | $3,419-57.5% | $4,762-69.5% |
| Participant deferral / active EE | $10,099 | $6,677+51.3% | $6,271+61.0% | $5,983+68.8% |
| Admin fee / account holder | $32 | $11,000-99.7% | $8,084-99.6% | $11,250-99.7% |