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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 | $117,886 | $154,228-23.6% | $145,433-18.9% | $137,256-14.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.40% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $11,452 | $4,804+138.4% | $4,554+151.4% | $4,156+175.5% |
| Participant deferral / active EE | $13,359 | $8,216+62.6% | $7,897+69.2% | $6,407+108.5% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |