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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 | $145,764 | $135,956+7.2% | $123,894+17.7% | $273,972-46.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 8.12% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,143 | $5,170-39.2% | $4,617-31.9% | $4,869-35.4% |
| Participant deferral / active EE | $7,685 | $6,343+21.2% | $5,984+28.4% | $5,287+45.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |