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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 | $168,342 | $97,125+73.3% | $86,233+95.2% | $137,256+22.6% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 15.80% | 74.19%-58.4pp | 61.39%-45.6pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,029 | $2,841-28.6% | $2,504-19.0% | $4,156-51.2% |
| Participant deferral / active EE | $4,851 | $5,180-6.4% | $4,559+6.4% | $6,407-24.3% |
| Admin fee / account holder | $89 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |