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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 | $163,243 | $112,729+44.8% | $98,716+65.4% | $137,256+18.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 17.84% | 38.48%-20.6pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $12,555 | $2,725+360.7% | $2,279+451.0% | $4,156+202.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |