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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 | $170,786 | $102,609+66.4% | $98,090+74.1% | $138,895+23.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 81.5%-6.5pp | 79.9%-4.9pp |
| Annual return | 18.93% | 36.44%-17.5pp | 37.05%-18.1pp | 145.39%-126.5pp |
| Employer contribution / active EE | $4,601 | $3,867+19.0% | $3,606+27.6% | $4,194+9.7% |
| Participant deferral / active EE | $7,238 | $8,167-11.4% | $7,845-7.7% | $6,396+13.2% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |