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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 | $62,991 | $154,228-59.2% | $145,433-56.7% | $137,256-54.1% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 21.29% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $4,618 | $4,804-3.9% | $4,554+1.4% | $4,156+11.1% |
| Participant deferral / active EE | $14,785 | $8,216+79.9% | $7,897+87.2% | $6,407+130.8% |
| Admin fee / account holder | $225 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |