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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 | $72,339 | $154,228-53.1% | $145,433-50.3% | $137,256-47.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.64% | 74.59%-52.0pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $6,264 | $4,804+30.4% | $4,554+37.5% | $4,156+50.7% |
| Participant deferral / active EE | $10,279 | $8,216+25.1% | $7,897+30.2% | $6,407+60.4% |
| Admin fee / account holder | $18 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |