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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 | $179,385 | $162,785+10.2% | $133,959+33.9% | $158,950+12.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 16.73% | 41.94%-25.2pp | 45.09%-28.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $3,906 | $4,975-21.5% | $3,919-0.3% | $4,762-18.0% |
| Participant deferral / active EE | $8,163 | $5,910+38.1% | $5,047+61.7% | $5,983+36.4% |
| Admin fee / account holder | $285 | $11,738-97.6% | $8,928-96.8% | $11,248-97.5% |