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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 | $158,494 | $154,228+2.8% | $145,433+9.0% | $137,256+15.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.53% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,958 | $4,804-59.2% | $4,554-57.0% | $4,156-52.9% |
| Participant deferral / active EE | $14,374 | $8,216+74.9% | $7,897+82.0% | $6,407+124.3% |
| Admin fee / account holder | $111 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |