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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 | $74,447 | $156,398-52.4% | $147,318-49.5% | $138,895-46.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.79% | 78.75%-62.0pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $4,229 | $4,853-12.9% | $4,593-7.9% | $4,194+0.8% |
| Participant deferral / active EE | $11,900 | $8,237+44.5% | $7,906+50.5% | $6,396+86.0% |
| Admin fee / account holder | $33 | $14,976-99.8% | $13,708-99.8% | $12,562-99.7% |