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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 | $47,968 | $211,105-77.3% | $178,449-73.1% | $145,978-67.1% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 15.92% | 30.19%-14.3pp | 27.09%-11.2pp | 550.52%-534.6pp |
| Employer contribution / active EE | $6,749 | $4,569+47.7% | $3,951+70.8% | $4,662+44.8% |
| Participant deferral / active EE | $9,085 | $6,959+30.5% | $6,277+44.7% | $6,690+35.8% |
| Admin fee / account holder | $204 | $12,017-98.3% | $10,362-98.0% | $13,400-98.5% |