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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 | $66,874 | $156,398-57.2% | $147,318-54.6% | $138,895-51.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.34% | 78.75%-55.4pp | 70.43%-47.1pp | 145.39%-122.1pp |
| Employer contribution / active EE | $3,293 | $4,853-32.1% | $4,593-28.3% | $4,194-21.5% |
| Participant deferral / active EE | $11,013 | $8,237+33.7% | $7,906+39.3% | $6,396+72.2% |
| Admin fee / account holder | $225 | $14,976-98.5% | $13,708-98.4% | $12,562-98.2% |