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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 | $141,223 | $76,407+84.8% | $150,298-6.0% | $82,448+71.3% |
| Participation rate | 96.8% | 66.4%+30.4pp | 77.8%+19.0pp | 68.1%+28.7pp |
| Annual return | 46.94% | 39.99%+6.9pp | 62.79%-15.8pp | 41.64%+5.3pp |
| Employer contribution / active EE | $2,224 | $2,614-14.9% | $4,154-46.5% | $2,551-12.8% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $64 | $6,352-99.0% | $14,116-99.5% | $7,234-99.1% |