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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 | $155,291 | $153,769+1.0% | $133,975+15.9% | $273,972-43.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 22.16% | 36.51%-14.4pp | 29.29%-7.1pp | 41.46%-19.3pp |
| Employer contribution / active EE | $7,492 | $6,029+24.3% | $5,211+43.8% | $4,869+53.9% |
| Participant deferral / active EE | $14,069 | $6,958+102.2% | $6,282+124.0% | $5,287+166.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |