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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 | $158,869 | $153,769+3.3% | $133,975+18.6% | $273,972-42.0% |
| Participation rate | 73.7% | 88.4%-14.7pp | 87.1%-13.4pp | 83.0%-9.3pp |
| Annual return | 4.36% | 36.51%-32.1pp | 29.29%-24.9pp | 41.46%-37.1pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $13,775 | $6,958+98.0% | $6,282+119.3% | $5,287+160.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |