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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 | $246,007 | $126,661+94.2% | $113,397+116.9% | $138,895+77.1% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.5%+14.4pp | 79.9%+11.0pp |
| Annual return | 19.84% | 25.05%-5.2pp | 23.20%-3.4pp | 145.39%-125.6pp |
| Employer contribution / active EE | $23,246 | $3,456+572.6% | $2,977+680.8% | $4,194+454.2% |
| Participant deferral / active EE | $14,290 | $5,693+151.0% | $5,076+181.5% | $6,396+123.4% |
| Admin fee / account holder | $14 | $14,549-99.9% | $11,957-99.9% | $12,562-99.9% |