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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 | $167,855 | $275,752-39.1% | $256,809-34.6% | $198,609-15.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.22% | 34.81%-10.6pp | 32.73%-8.5pp | 202.70%-178.5pp |
| Employer contribution / active EE | $2,038 | $7,721-73.6% | $7,263-71.9% | $5,055-59.7% |
| Participant deferral / active EE | $10,593 | $10,037+5.5% | $9,520+11.3% | $6,977+51.8% |
| Admin fee / account holder | $17 | $25,716-99.9% | $25,146-99.9% | $19,030-99.9% |