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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 | $50,197 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 21.13% | 69.37%-48.2pp | 62.79%-41.7pp | 220.34%-199.2pp |
| Employer contribution / active EE | $2,447 | $4,636-47.2% | $4,154-41.1% | $4,156-41.1% |
| Participant deferral / active EE | $5,605 | $6,166-9.1% | $5,453+2.8% | $6,407-12.5% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |