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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 | $88,747 | $197,637-55.1% | $177,848-50.1% | $158,982-44.2% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 18.47% | 58.77%-40.3pp | 48.33%-29.9pp | 302.99%-284.5pp |
| Employer contribution / active EE | $6,498 | $6,698-3.0% | $5,919+9.8% | $4,763+36.4% |
| Participant deferral / active EE | $8,730 | $8,405+3.9% | $7,714+13.2% | $5,983+45.9% |
| Admin fee / account holder | $203 | $15,406-98.7% | $12,431-98.4% | $11,252-98.2% |