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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 | $50,718 | $174,379-70.9% | $152,093-66.7% | $138,895-63.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 19.10% | 74.86%-55.8pp | 66.36%-47.3pp | 145.39%-126.3pp |
| Employer contribution / active EE | $2,296 | $4,652-50.6% | $4,175-45.0% | $4,194-45.3% |
| Participant deferral / active EE | $6,229 | $6,159+1.1% | $5,451+14.3% | $6,396-2.6% |
| Admin fee / account holder | $22 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |