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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 | $123,389 | $123,155+0.2% | $108,753+13.5% | $155,188-20.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 20.41% | 44.73%-24.3pp | 37.47%-17.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,254 | $2,811-19.8% | $2,427-7.1% | $4,248-46.9% |
| Participant deferral / active EE | $5,417 | $4,623+17.2% | $4,115+31.6% | $6,531-17.1% |
| Admin fee / account holder | $13 | $12,126-99.9% | $10,320-99.9% | $14,480-99.9% |