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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 | $16,008 | $154,228-89.6% | $145,433-89.0% | $137,256-88.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 30.78% | 74.59%-43.8pp | 66.58%-35.8pp | 220.34%-189.6pp |
| Employer contribution / active EE | $3,047 | $4,804-36.6% | $4,554-33.1% | $4,156-26.7% |
| Participant deferral / active EE | $5,384 | $8,216-34.5% | $7,897-31.8% | $6,407-16.0% |
| Admin fee / account holder | $297 | $14,344-97.9% | $13,129-97.7% | $12,270-97.6% |