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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 | $87,069 | $184,014-52.7% | $161,149-46.0% | $138,895-37.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 12.99% | 21.52%-8.5pp | 21.16%-8.2pp | 145.39%-132.4pp |
| Employer contribution / active EE | $5,729 | $5,055+13.3% | $4,360+31.4% | $4,194+36.6% |
| Participant deferral / active EE | $10,879 | $6,909+57.4% | $6,153+76.8% | $6,396+70.1% |
| Admin fee / account holder | $14 | $18,027-99.9% | $15,194-99.9% | $12,562-99.9% |