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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 | $72,492 | $154,228-53.0% | $145,433-50.2% | $137,256-47.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.92% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.4pp |
| Employer contribution / active EE | $3,134 | $4,804-34.8% | $4,554-31.2% | $4,156-24.6% |
| Participant deferral / active EE | $15,407 | $8,216+87.5% | $7,897+95.1% | $6,407+140.5% |
| Admin fee / account holder | $236 | $14,344-98.4% | $13,129-98.2% | $12,270-98.1% |