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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 | $60,077 | $154,228-61.0% | $145,433-58.7% | $137,256-56.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.38% | 74.59%-50.2pp | 66.58%-42.2pp | 220.34%-196.0pp |
| Employer contribution / active EE | $6,624 | $4,804+37.9% | $4,554+45.4% | $4,156+59.4% |
| Participant deferral / active EE | $14,128 | $8,216+72.0% | $7,897+78.9% | $6,407+120.5% |
| Admin fee / account holder | $75 | $14,344-99.5% | $13,129-99.4% | $12,270-99.4% |