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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 | $110,518 | $106,267+4.0% | $96,520+14.5% | $139,456-20.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.78% | 38.45%-26.7pp | 35.72%-23.9pp | 373.45%-361.7pp |
| Employer contribution / active EE | $4,679 | $4,105+14.0% | $3,739+25.1% | $4,753-1.6% |
| Participant deferral / active EE | $12,912 | $5,454+136.7% | $4,879+164.7% | $6,711+92.4% |
| Admin fee / account holder | $188 | $7,882-97.6% | $6,733-97.2% | $11,407-98.4% |