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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 | $48,721 | $155,555-68.7% | $146,866-66.8% | $155,188-68.6% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 18.02% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $4,189 | $4,647-9.8% | $4,425-5.3% | $4,248-1.4% |
| Participant deferral / active EE | $6,583 | $8,044-18.2% | $7,759-15.2% | $6,531+0.8% |
| Admin fee / account holder | $288 | $14,755-98.0% | $13,620-97.9% | $14,480-98.0% |