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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 | $160,956 | $106,524+51.1% | $152,301+5.7% | $87,485+84.0% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 18.36% | 26.89%-8.5pp | 80.50%-62.1pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,698 | $3,371+39.3% | $4,624+1.6% | $2,596+80.9% |
| Participant deferral / active EE | $10,194 | $6,525+56.2% | $8,004+27.4% | $4,274+138.5% |
| Admin fee / account holder | $186 | $8,287-97.8% | $14,398-98.7% | $7,775-97.6% |