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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 | $164,333 | $154,228+6.6% | $145,433+13.0% | $137,256+19.7% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 18.12% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,096 | $4,804-56.4% | $4,554-54.0% | $4,156-49.6% |
| Participant deferral / active EE | $8,224 | $8,216+0.1% | $7,897+4.1% | $6,407+28.4% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |