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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 | $139,436 | $115,903+20.3% | $100,528+38.7% | $158,966-12.3% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 15.59% | 34.80%-19.2pp | 30.90%-15.3pp | 302.95%-287.4pp |
| Employer contribution / active EE | $4,134 | $4,105+0.7% | $3,419+20.9% | $4,762-13.2% |
| Participant deferral / active EE | $13,144 | $6,677+96.9% | $6,271+109.6% | $5,983+119.7% |
| Admin fee / account holder | $39 | $11,000-99.6% | $8,084-99.5% | $11,250-99.7% |