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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 | $118,260 | $110,337+7.2% | $102,383+15.5% | $145,877-18.9% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 18.47% | 24.83%-6.4pp | 24.94%-6.5pp | 551.28%-532.8pp |
| Employer contribution / active EE | $2,927 | $4,216-30.6% | $3,870-24.4% | $4,663-37.2% |
| Participant deferral / active EE | $9,653 | $5,621+71.7% | $5,060+90.8% | $6,691+44.3% |
| Admin fee / account holder | $33 | $9,750-99.7% | $8,391-99.6% | $13,402-99.8% |