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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 | $65,215 | $155,555-58.1% | $146,866-55.6% | $155,188-58.0% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 32.11% | 115.41%-83.3pp | 102.85%-70.7pp | 148.84%-116.7pp |
| Employer contribution / active EE | $1,994 | $4,647-57.1% | $4,425-54.9% | $4,248-53.1% |
| Participant deferral / active EE | $4,482 | $8,044-44.3% | $7,759-42.2% | $6,531-31.4% |
| Admin fee / account holder | $247 | $14,755-98.3% | $13,620-98.2% | $14,480-98.3% |