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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 | $111,804 | $210,908-47.0% | $153,643-27.2% | $145,884-23.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.39% | 13.46%+2.9pp | 15.71%+0.7pp | 551.85%-535.5pp |
| Employer contribution / active EE | $6,224 | $6,055+2.8% | $5,039+23.5% | $4,662+33.5% |
| Participant deferral / active EE | $7,326 | $7,976-8.1% | $6,754+8.5% | $6,690+9.5% |
| Admin fee / account holder | $166 | $19,477-99.1% | $12,739-98.7% | $13,392-98.8% |