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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 | $92,837 | $110,303-15.8% | $95,759-3.1% | $139,487-33.4% |
| Participation rate | 87.5% | 75.7%+11.8pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.12% | 27.19%-8.1pp | 28.42%-9.3pp | 373.84%-354.7pp |
| Employer contribution / active EE | $14,553 | $3,261+346.3% | $2,836+413.1% | $4,755+206.1% |
| Participant deferral / active EE | $18,047 | $4,674+286.1% | $4,244+325.3% | $6,713+168.9% |
| Admin fee / account holder | $138 | $6,615-97.9% | $5,678-97.6% | $11,407-98.8% |