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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 | $160,917 | $124,425+29.3% | $112,040+43.6% | $137,256+17.2% |
| Participation rate | 79.2% | 79.3%-0.1pp | 76.5%+2.7pp | 80.0%-0.8pp |
| Annual return | 10.80% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,651 | $3,411+7.0% | $2,954+23.6% | $4,156-12.1% |
| Participant deferral / active EE | $5,262 | $5,718-8.0% | $5,098+3.2% | $6,407-17.9% |
| Admin fee / account holder | $63 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |