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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 | $95,708 | $223,823-57.2% | $211,142-54.7% | $154,746-38.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 19.39% | 50.39%-31.0pp | 46.84%-27.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $5,031 | $6,787-25.9% | $6,442-21.9% | $4,379+14.9% |
| Participant deferral / active EE | $17,557 | $9,750+80.1% | $9,284+89.1% | $6,730+160.9% |
| Admin fee / account holder | $47 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |