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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 | $88,761 | $172,111-48.4% | $150,298-40.9% | $137,256-35.3% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.80% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,176 | $4,636-53.1% | $4,154-47.6% | $4,156-47.6% |
| Participant deferral / active EE | $2,234 | $6,166-63.8% | $5,453-59.0% | $6,407-65.1% |
| Admin fee / account holder | $1 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |