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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 | $118,694 | $227,291-47.8% | $214,702-44.7% | $155,188-23.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.84% | 60.08%-44.2pp | 54.55%-38.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,585 | $6,772-61.8% | $6,461-60.0% | $4,248-39.1% |
| Participant deferral / active EE | $8,428 | $9,582-12.0% | $9,147-7.9% | $6,531+29.0% |
| Admin fee / account holder | $45 | $20,413-99.8% | $19,830-99.8% | $14,480-99.7% |