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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 | $90,262 | $154,228-41.5% | $145,433-37.9% | $137,256-34.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.53% | 74.59%-57.1pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $7,233 | $4,804+50.6% | $4,554+58.8% | $4,156+74.0% |
| Participant deferral / active EE | $9,484 | $8,216+15.4% | $7,897+20.1% | $6,407+48.0% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.9% | $12,270-99.8% |