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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 | $59,155 | $181,062-67.3% | $158,223-62.6% | $155,188-61.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 30.84% | 57.39%-26.5pp | 52.09%-21.2pp | 148.84%-118.0pp |
| Employer contribution / active EE | $6,470 | $4,565+41.8% | $4,109+57.5% | $4,248+52.3% |
| Participant deferral / active EE | $5,449 | $6,134-11.2% | $5,467-0.3% | $6,531-16.6% |
| Admin fee / account holder | $37 | $18,825-99.8% | $16,047-99.8% | $14,480-99.7% |