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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 | $85,430 | $183,627-53.5% | $155,602-45.1% | $145,978-41.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 61.32%-46.8pp | 64.81%-50.3pp | 550.52%-536.0pp |
| Employer contribution / active EE | $5,408 | $5,316+1.7% | $4,675+15.7% | $4,662+16.0% |
| Participant deferral / active EE | $12,119 | $6,466+87.4% | $5,629+115.3% | $6,690+81.2% |
| Admin fee / account holder | $28 | $19,327-99.9% | $15,923-99.8% | $13,400-99.8% |