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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 | $100,376 | $148,558-32.4% | $135,925-26.2% | $139,427-28.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.78% | 79.22%-60.4pp | 68.25%-49.5pp | 373.27%-354.5pp |
| Employer contribution / active EE | $3,003 | $5,244-42.7% | $4,857-38.2% | $4,752-36.8% |
| Participant deferral / active EE | $14,482 | $8,101+78.8% | $7,759+86.7% | $6,711+115.8% |
| Admin fee / account holder | $23 | $12,401-99.8% | $10,764-99.8% | $11,404-99.8% |