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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 | $40,249 | $154,228-73.9% | $145,433-72.3% | $137,256-70.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.56% | 74.59%-49.0pp | 66.58%-41.0pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,990 | $4,804-37.8% | $4,554-34.4% | $4,156-28.1% |
| Participant deferral / active EE | $12,726 | $8,216+54.9% | $7,897+61.1% | $6,407+98.6% |
| Admin fee / account holder | $278 | $14,344-98.1% | $13,129-97.9% | $12,270-97.7% |