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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 | $165,288 | $153,769+7.5% | $133,975+23.4% | $273,972-39.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.23% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,409 | $6,029-10.3% | $5,211+3.8% | $4,869+11.1% |
| Participant deferral / active EE | $5,612 | $6,958-19.3% | $6,282-10.7% | $5,287+6.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |