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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 | $70,679 | $124,980-43.4% | $108,359-34.8% | $154,746-54.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.39% | 45.00%-26.6pp | 36.89%-18.5pp | 172.34%-153.9pp |
| Employer contribution / active EE | $2,624 | $2,851-7.9% | $2,399+9.4% | $4,379-40.1% |
| Participant deferral / active EE | $14,552 | $4,743+206.8% | $4,137+251.8% | $6,730+116.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |