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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 | $35,703 | $228,352-84.4% | $185,835-80.8% | $158,966-77.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 46.51% | 40.81%+5.7pp | 35.96%+10.5pp | 302.95%-256.4pp |
| Employer contribution / active EE | $4,499 | $4,967-9.4% | $4,087+10.1% | $4,762-5.5% |
| Participant deferral / active EE | $16,169 | $6,416+152.0% | $5,633+187.0% | $5,983+170.2% |
| Admin fee / account holder | $96 | $11,867-99.2% | $9,502-99.0% | $11,250-99.1% |