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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 | $128,951 | $97,125+32.8% | $86,233+49.5% | $137,256-6.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.08% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $3,172 | $2,841+11.6% | $2,504+26.7% | $4,156-23.7% |
| Participant deferral / active EE | $17,806 | $5,180+243.8% | $4,559+290.6% | $6,407+177.9% |
| Admin fee / account holder | $20 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |