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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 | $127,212 | $156,398-18.7% | $147,318-13.6% | $138,895-8.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.88% | 78.75%-59.9pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $7,082 | $4,853+45.9% | $4,593+54.2% | $4,194+68.9% |
| Participant deferral / active EE | $31,000 | $8,237+276.3% | $7,906+292.1% | $6,396+384.7% |
| Admin fee / account holder | $10 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |