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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 | $167,071 | $103,393+61.6% | $87,103+91.8% | $152,909+9.3% |
| Participation rate | 73.9% | 79.4%-5.4pp | 76.9%-3.0pp | 82.5%-8.5pp |
| Annual return | 23.28% | 28.10%-4.8pp | 28.19%-4.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $5,013 | $3,221+55.6% | $2,521+98.8% | $4,764+5.2% |
| Participant deferral / active EE | $3,102 | $4,778-35.1% | $4,049-23.4% | $5,851-47.0% |
| Admin fee / account holder | $0 | $12,195-100.0% | $7,491-100.0% | $11,601-100.0% |