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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 | $25,379 | $156,398-83.8% | $147,318-82.8% | $138,895-81.7% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 28.13% | 78.75%-50.6pp | 70.43%-42.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $3,439 | $4,853-29.1% | $4,593-25.1% | $4,194-18.0% |
| Participant deferral / active EE | $7,266 | $8,237-11.8% | $7,906-8.1% | $6,396+13.6% |
| Admin fee / account holder | $93 | $14,976-99.4% | $13,708-99.3% | $12,562-99.3% |