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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 | $139,777 | $87,733+59.3% | $106,555+31.2% | $85,847+62.8% |
| Participation rate | 77.6% | 71.9%+5.7pp | 76.1%+1.5pp | 69.3%+8.3pp |
| Annual return | 15.67% | 21.86%-6.2pp | 26.80%-11.1pp | 318.61%-302.9pp |
| Employer contribution / active EE | $3,210 | $2,073+54.8% | $2,819+13.9% | $2,565+25.1% |
| Participant deferral / active EE | $5,648 | $3,469+62.8% | $4,399+28.4% | $3,952+42.9% |
| Admin fee / account holder | $2 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |