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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 | $138,560 | $154,228-10.2% | $145,433-4.7% | $137,256+1.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.42% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,773 | $4,804-0.7% | $4,554+4.8% | $4,156+14.8% |
| Participant deferral / active EE | $3,740 | $8,216-54.5% | $7,897-52.6% | $6,407-41.6% |
| Admin fee / account holder | $152 | $14,344-98.9% | $13,129-98.8% | $12,270-98.8% |