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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 | $160,356 | $139,948+14.6% | $121,663+31.8% | $154,746+3.6% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.5%+10.1pp | 80.7%+3.9pp |
| Annual return | 13.87% | 230.52%-216.6pp | 147.54%-133.7pp | 172.34%-158.5pp |
| Employer contribution / active EE | $1,725 | $3,521-51.0% | $3,020-42.9% | $4,379-60.6% |
| Participant deferral / active EE | $5,977 | $5,629+6.2% | $4,887+22.3% | $6,730-11.2% |
| Admin fee / account holder | $197 | $17,321-98.9% | $14,289-98.6% | $14,365-98.6% |