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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 | $103,453 | $98,240+5.3% | $82,313+25.7% | $147,585-29.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 15.00% | 30.85%-15.9pp | 25.88%-10.9pp | 578.58%-563.6pp |
| Employer contribution / active EE | $1,514 | $3,192-52.6% | $2,428-37.7% | $4,876-69.0% |
| Participant deferral / active EE | $4,643 | $4,383+5.9% | $3,706+25.3% | $5,439-14.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |