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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 | $132,067 | $201,264-34.4% | $184,185-28.3% | $145,978-9.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 29.00%-14.0pp | 28.81%-13.8pp | 550.52%-535.5pp |
| Employer contribution / active EE | $3,666 | $7,021-47.8% | $6,426-42.9% | $4,662-21.4% |
| Participant deferral / active EE | $11,102 | $9,806+13.2% | $9,132+21.6% | $6,690+66.0% |
| Admin fee / account holder | $158 | $16,376-99.0% | $13,909-98.9% | $13,400-98.8% |