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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 | $124,533 | $154,228-19.3% | $145,433-14.4% | $137,256-9.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.42% | 74.59%-56.2pp | 66.58%-48.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,253 | $4,804-53.1% | $4,554-50.5% | $4,156-45.8% |
| Participant deferral / active EE | $12,134 | $8,216+47.7% | $7,897+53.6% | $6,407+89.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |