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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 | $196,965 | $110,240+78.7% | $96,544+104.0% | $139,487+41.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.92% | 26.41%-10.5pp | 25.88%-10.0pp | 373.84%-357.9pp |
| Employer contribution / active EE | $10,285 | $3,622+183.9% | $2,966+246.7% | $4,755+116.3% |
| Participant deferral / active EE | $8,638 | $5,549+55.7% | $4,851+78.0% | $6,713+28.7% |
| Admin fee / account holder | $34 | $11,602-99.7% | $8,254-99.6% | $11,407-99.7% |