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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 | $101,119 | $174,379-42.0% | $152,093-33.5% | $138,895-27.2% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 18.27% | 74.86%-56.6pp | 66.36%-48.1pp | 145.39%-127.1pp |
| Employer contribution / active EE | $3,595 | $4,652-22.7% | $4,175-13.9% | $4,194-14.3% |
| Participant deferral / active EE | $5,927 | $6,159-3.8% | $5,451+8.7% | $6,396-7.3% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |