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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 | $98,658 | $185,312-46.8% | $161,489-38.9% | $154,746-36.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.29% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $3,252 | $4,769-31.8% | $4,268-23.8% | $4,379-25.7% |
| Participant deferral / active EE | $7,101 | $6,350+11.8% | $5,630+26.1% | $6,730+5.5% |
| Admin fee / account holder | $5 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |