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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 | $53,994 | $154,228-65.0% | $145,433-62.9% | $137,256-60.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 28.52% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.8pp |
| Employer contribution / active EE | $6,953 | $4,804+44.7% | $4,554+52.7% | $4,156+67.3% |
| Participant deferral / active EE | $24,088 | $8,216+193.2% | $7,897+205.0% | $6,407+276.0% |
| Admin fee / account holder | $21 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |