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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 | $172,266 | $76,407+125.5% | $150,298+14.6% | $82,448+108.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 20.61% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.0pp |
| Employer contribution / active EE | $3,444 | $2,614+31.8% | $4,154-17.1% | $2,551+35.0% |
| Participant deferral / active EE | $5,194 | $3,214+61.6% | $5,453-4.7% | $4,139+25.5% |
| Admin fee / account holder | $252 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |