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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 | $128,392 | $209,336-38.7% | $197,124-34.9% | $137,256-6.5% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 18.65% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $10,799 | $6,591+63.9% | $6,227+73.4% | $4,156+159.8% |
| Participant deferral / active EE | $14,712 | $9,614+53.0% | $9,135+61.1% | $6,407+129.6% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |