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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 | $120,399 | $154,228-21.9% | $145,433-17.2% | $137,256-12.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.34% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $27,582 | $4,804+474.2% | $4,554+505.6% | $4,156+563.7% |
| Participant deferral / active EE | $13,256 | $8,216+61.3% | $7,897+67.9% | $6,407+106.9% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |