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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 | $182,769 | $155,555+17.5% | $146,866+24.4% | $155,188+17.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.66% | 115.41%-92.8pp | 102.85%-80.2pp | 148.84%-126.2pp |
| Employer contribution / active EE | $2,679 | $4,647-42.3% | $4,425-39.5% | $4,248-36.9% |
| Participant deferral / active EE | $8,533 | $8,044+6.1% | $7,759+10.0% | $6,531+30.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |