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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 | $212,092 | $100,970+110.1% | $96,576+119.6% | $137,256+54.5% |
| Participation rate | 80.0% | 82.6%-2.6pp | 81.4%-1.4pp | 80.0%0pp |
| Annual return | 18.95% | 38.16%-19.2pp | 38.47%-19.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $4,483 | $3,809+17.7% | $3,553+26.2% | $4,156+7.9% |
| Participant deferral / active EE | $13,766 | $8,286+66.1% | $7,956+73.0% | $6,407+114.9% |
| Admin fee / account holder | $76 | $11,312-99.3% | $11,381-99.3% | $12,270-99.4% |