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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 | $152,025 | $135,956+11.8% | $123,894+22.7% | $273,972-44.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.09% | 56.63%-44.5pp | 47.52%-35.4pp | 41.46%-29.4pp |
| Employer contribution / active EE | $988 | $5,170-80.9% | $4,617-78.6% | $4,869-79.7% |
| Participant deferral / active EE | $10,202 | $6,343+60.8% | $5,984+70.5% | $5,287+92.9% |
| Admin fee / account holder | $120 | $9,817-98.8% | $8,357-98.6% | $10,133-98.8% |