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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 | $49,859 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 20.90% | 74.59%-53.7pp | 66.58%-45.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,126 | $4,804-55.8% | $4,554-53.3% | $4,156-48.9% |
| Participant deferral / active EE | $7,328 | $8,216-10.8% | $7,897-7.2% | $6,407+14.4% |
| Admin fee / account holder | $293 | $14,344-98.0% | $13,129-97.8% | $12,270-97.6% |