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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 | $106,579 | $156,398-31.9% | $147,318-27.7% | $138,895-23.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.18% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,530 | $4,853-27.3% | $4,593-23.1% | $4,194-15.8% |
| Participant deferral / active EE | $7,787 | $8,237-5.5% | $7,906-1.5% | $6,396+21.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |