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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 | $63,476 | $201,372-68.5% | $184,260-65.6% | $145,884-56.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.31% | 29.04%-12.7pp | 28.84%-12.5pp | 551.85%-535.5pp |
| Employer contribution / active EE | $7,872 | $7,024+12.1% | $6,427+22.5% | $4,662+68.9% |
| Participant deferral / active EE | $13,974 | $9,808+42.5% | $9,133+53.0% | $6,690+108.9% |
| Admin fee / account holder | $233 | $16,362-98.6% | $13,898-98.3% | $13,392-98.3% |