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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 | $139,602 | $212,386-34.3% | $199,883-30.2% | $138,895+0.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.05% | 47.75%-29.7pp | 43.81%-25.8pp | 145.39%-127.3pp |
| Employer contribution / active EE | $10,456 | $6,625+57.8% | $6,261+67.0% | $4,194+149.3% |
| Participant deferral / active EE | $7,388 | $9,617-23.2% | $9,138-19.2% | $6,396+15.5% |
| Admin fee / account holder | $154 | $18,233-99.2% | $17,268-99.1% | $12,562-98.8% |