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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 | $209,931 | $127,100+65.2% | $105,738+98.5% | $135,379+55.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 12.75% | 4.49%+8.3pp | 6.27%+6.5pp | 519.79%-507.0pp |
| Employer contribution / active EE | $3,340 | $4,107-18.7% | $3,268+2.2% | $4,779-30.1% |
| Participant deferral / active EE | $8,300 | $5,064+63.9% | $4,080+103.4% | $5,609+48.0% |
| Admin fee / account holder | $94 | $9,087-99.0% | $6,913-98.6% | $10,828-99.1% |