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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 | $194,930 | $201,370-3.2% | $184,256+5.8% | $145,897+33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.77% | 29.05%-9.3pp | 28.85%-9.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $1,942 | $7,024-72.3% | $6,427-69.8% | $4,663-58.3% |
| Participant deferral / active EE | $8,494 | $9,808-13.4% | $9,133-7.0% | $6,689+27.0% |
| Admin fee / account holder | $176 | $16,364-98.9% | $13,899-98.7% | $13,390-98.7% |