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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 | $97,545 | $183,592-46.9% | $155,574-37.3% | $145,877-33.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.45% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $3,915 | $5,317-26.4% | $4,676-16.3% | $4,663-16.0% |
| Participant deferral / active EE | $6,650 | $6,466+2.8% | $5,629+18.1% | $6,691-0.6% |
| Admin fee / account holder | $5 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |