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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 | $136,517 | $124,425+9.7% | $112,040+21.8% | $137,256-0.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.91% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $12,166 | $3,411+256.6% | $2,954+311.8% | $4,156+192.7% |
| Participant deferral / active EE | $15,212 | $5,718+166.0% | $5,098+198.4% | $6,407+137.4% |
| Admin fee / account holder | $79 | $15,207-99.5% | $12,098-99.3% | $12,270-99.4% |