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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 | $100,323 | $69,274+44.8% | $64,097+56.5% | $139,487-28.1% |
| Participation rate | 72.7% | 75.6%-2.9pp | 72.3%+0.4pp | 80.3%-7.6pp |
| Annual return | 17.09% | 46.00%-28.9pp | 33.75%-16.7pp | 373.84%-356.8pp |
| Employer contribution / active EE | $3,155 | $3,187-1.0% | $2,750+14.7% | $4,755-33.6% |
| Participant deferral / active EE | $8,778 | $4,685+87.4% | $3,881+126.2% | $6,713+30.8% |
| Admin fee / account holder | $29 | $4,247-99.3% | $3,070-99.1% | $11,407-99.7% |