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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 | $122,451 | $223,823-45.3% | $211,142-42.0% | $154,746-20.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 26.93% | 50.39%-23.5pp | 46.84%-19.9pp | 172.34%-145.4pp |
| Employer contribution / active EE | $5,655 | $6,787-16.7% | $6,442-12.2% | $4,379+29.1% |
| Participant deferral / active EE | $19,000 | $9,750+94.9% | $9,284+104.7% | $6,730+182.3% |
| Admin fee / account holder | $60 | $19,707-99.7% | $19,076-99.7% | $14,365-99.6% |