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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 | $160,651 | $102,828+56.2% | $105,387+52.4% | $152,897+5.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.75% | 20.85%+3.9pp | 26.82%-2.1pp | 345.43%-320.7pp |
| Employer contribution / active EE | $5,710 | $4,473+27.7% | $4,213+35.5% | $4,764+19.9% |
| Participant deferral / active EE | $5,547 | $5,465+1.5% | $5,502+0.8% | $5,851-5.2% |
| Admin fee / account holder | $77 | $8,683-99.1% | $6,559-98.8% | $11,599-99.3% |