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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 | $50,188 | $172,111-70.8% | $150,298-66.6% | $137,256-63.4% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 25.69% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,332 | $4,636-28.1% | $4,154-19.8% | $4,156-19.8% |
| Participant deferral / active EE | $7,238 | $6,166+17.4% | $5,453+32.7% | $6,407+13.0% |
| Admin fee / account holder | $29 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |