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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 | $153,142 | $162,785-5.9% | $133,959+14.3% | $158,950-3.7% |
| Participation rate | 94.1% | 83.2%+10.9pp | 79.8%+14.3pp | 82.0%+12.2pp |
| Annual return | 15.86% | 41.94%-26.1pp | 45.09%-29.2pp | 302.91%-287.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,156 | $5,910-29.7% | $5,047-17.7% | $5,983-30.5% |
| Admin fee / account holder | $154 | $11,738-98.7% | $8,928-98.3% | $11,248-98.6% |