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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 | $152,361 | $172,111-11.5% | $150,298+1.4% | $137,256+11.0% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 14.58% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,479 | $4,636-68.1% | $4,154-64.4% | $4,156-64.4% |
| Participant deferral / active EE | $5,899 | $6,166-4.3% | $5,453+8.2% | $6,407-7.9% |
| Admin fee / account holder | $19 | $16,471-99.9% | $14,116-99.9% | $12,270-99.8% |