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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 | $148,303 | $162,136-8.5% | $152,301-2.6% | $154,746-4.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.80% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $3,109 | $4,890-36.4% | $4,624-32.8% | $4,379-29.0% |
| Participant deferral / active EE | $9,810 | $8,341+17.6% | $8,004+22.6% | $6,730+45.8% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |