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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 | $201,020 | $154,228+30.3% | $145,433+38.2% | $137,256+46.5% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 18.63% | 74.59%-56.0pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,154 | $4,804-34.3% | $4,554-30.8% | $4,156-24.1% |
| Participant deferral / active EE | $9,780 | $8,216+19.0% | $7,897+23.8% | $6,407+52.7% |
| Admin fee / account holder | $8 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |