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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 | $75,798 | $172,111-56.0% | $150,298-49.6% | $137,256-44.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.79% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,924 | $4,636-58.5% | $4,154-53.7% | $4,156-53.7% |
| Participant deferral / active EE | $6,008 | $6,166-2.6% | $5,453+10.2% | $6,407-6.2% |
| Admin fee / account holder | $27 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |