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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 | $67,656 | $211,224-68.0% | $178,505-62.1% | $145,897-53.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 12.97% | 30.28%-17.3pp | 27.16%-14.2pp | 552.29%-539.3pp |
| Employer contribution / active EE | $6,177 | $4,577+35.0% | $3,955+56.2% | $4,663+32.5% |
| Participant deferral / active EE | $12,676 | $6,966+82.0% | $6,280+101.8% | $6,689+89.5% |
| Admin fee / account holder | $253 | $12,109-97.9% | $10,428-97.6% | $13,390-98.1% |