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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 | $130,708 | $185,312-29.5% | $161,489-19.1% | $154,746-15.5% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 24.42% | 103.84%-79.4pp | 89.72%-65.3pp | 172.34%-147.9pp |
| Employer contribution / active EE | $2,247 | $4,769-52.9% | $4,268-47.4% | $4,379-48.7% |
| Participant deferral / active EE | $10,031 | $6,350+58.0% | $5,630+78.2% | $6,730+49.0% |
| Admin fee / account holder | $6 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |