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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 | $115,407 | $127,387-9.4% | $115,038+0.3% | $125,389-8.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 10.63% | 31.28%-20.7pp | 26.14%-15.5pp | 282.24%-271.6pp |
| Employer contribution / active EE | $3,608 | $5,166-30.2% | $4,608-21.7% | $4,866-25.9% |
| Participant deferral / active EE | $11,122 | $6,423+73.2% | $6,026+84.6% | $5,352+107.8% |
| Admin fee / account holder | $295 | $9,516-96.9% | $8,175-96.4% | $9,541-96.9% |