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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 | $108,730 | $156,398-30.5% | $147,318-26.2% | $138,895-21.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 13.91% | 78.75%-64.8pp | 70.43%-56.5pp | 145.39%-131.5pp |
| Employer contribution / active EE | $1,621 | $4,853-66.6% | $4,593-64.7% | $4,194-61.4% |
| Participant deferral / active EE | $5,048 | $8,237-38.7% | $7,906-36.2% | $6,396-21.1% |
| Admin fee / account holder | $284 | $14,976-98.1% | $13,708-97.9% | $12,562-97.7% |