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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 | $82,209 | $155,555-47.2% | $146,866-44.0% | $155,188-47.0% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 24.82% | 115.41%-90.6pp | 102.85%-78.0pp | 148.84%-124.0pp |
| Employer contribution / active EE | $5,579 | $4,647+20.1% | $4,425+26.1% | $4,248+31.3% |
| Participant deferral / active EE | $14,327 | $8,044+78.1% | $7,759+84.6% | $6,531+119.4% |
| Admin fee / account holder | $118 | $14,755-99.2% | $13,620-99.1% | $14,480-99.2% |