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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 | $114,133 | $104,251+9.5% | $91,004+25.4% | $147,586-22.7% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 19.24% | 27.06%-7.8pp | 4.60%+14.6pp | 578.59%-559.4pp |
| Employer contribution / active EE | $3,942 | $3,116+26.5% | $2,456+60.5% | $4,876-19.2% |
| Participant deferral / active EE | $7,797 | $4,195+85.9% | $3,548+119.8% | $5,439+43.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |