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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 | $170,582 | $154,228+10.6% | $145,433+17.3% | $137,256+24.3% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 18.08% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,561 | $4,804-5.1% | $4,554+0.1% | $4,156+9.8% |
| Participant deferral / active EE | $9,394 | $8,216+14.3% | $7,897+19.0% | $6,407+46.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |