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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 | $166,144 | $110,410+50.5% | $102,437+62.2% | $145,897+13.9% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 18.85% | 24.85%-6.0pp | 24.95%-6.1pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,312 | $4,217-45.2% | $3,871-40.3% | $4,663-50.4% |
| Participant deferral / active EE | $6,868 | $5,622+22.2% | $5,060+35.7% | $6,689+2.7% |
| Admin fee / account holder | $17 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |