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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 | $113,946 | $127,386-10.6% | $115,037-0.9% | $125,388-9.1% |
| Participation rate | 90.9% | 84.2%+6.8pp | 81.4%+9.5pp | 83.2%+7.7pp |
| Annual return | 10.86% | 31.28%-20.4pp | 26.14%-15.3pp | 282.24%-271.4pp |
| Employer contribution / active EE | $1,865 | $5,166-63.9% | $4,608-59.5% | $4,866-61.7% |
| Participant deferral / active EE | $6,536 | $6,423+1.8% | $6,026+8.5% | $5,352+22.1% |
| Admin fee / account holder | $294 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |