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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 | $117,919 | $110,379+6.8% | $102,412+15.1% | $145,884-19.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $4,289 | $4,216+1.7% | $3,870+10.8% | $4,662-8.0% |
| Participant deferral / active EE | $9,307 | $5,622+65.6% | $5,060+83.9% | $6,690+39.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |