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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 | $75,296 | $227,399-66.9% | $189,758-60.3% | $198,609-62.1% |
| Participation rate | 91.7% | 84.0%+7.7pp | 79.8%+11.9pp | 82.4%+9.3pp |
| Annual return | 23.70% | 61.03%-37.3pp | 52.62%-28.9pp | 202.70%-179.0pp |
| Employer contribution / active EE | $2,181 | $5,526-60.5% | $4,767-54.3% | $5,055-56.9% |
| Participant deferral / active EE | $9,233 | $6,837+35.1% | $5,856+57.7% | $6,977+32.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |