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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 | $155,324 | $115,903+34.0% | $100,528+54.5% | $158,966-2.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 20.72% | 34.80%-14.1pp | 30.90%-10.2pp | 302.95%-282.2pp |
| Employer contribution / active EE | $3,236 | $4,105-21.2% | $3,419-5.3% | $4,762-32.1% |
| Participant deferral / active EE | $15,872 | $6,677+137.7% | $6,271+153.1% | $5,983+165.3% |
| Admin fee / account holder | $0 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |