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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 | $128,951 | $107,809+19.6% | $97,032+32.9% | $155,188-16.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 24.08% | 38.06%-14.0pp | 35.38%-11.3pp | 148.84%-124.8pp |
| Employer contribution / active EE | $3,172 | $2,911+9.0% | $2,629+20.7% | $4,248-25.3% |
| Participant deferral / active EE | $17,806 | $5,129+247.1% | $4,672+281.1% | $6,531+172.6% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |