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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 | $143,088 | $112,729+26.9% | $98,716+44.9% | $137,256+4.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 18.34% | 38.48%-20.1pp | 31.81%-13.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,373 | $2,725-12.9% | $2,279+4.2% | $4,156-42.9% |
| Participant deferral / active EE | $16,540 | $4,640+256.5% | $4,048+308.6% | $6,407+158.2% |
| Admin fee / account holder | $160 | $10,129-98.4% | $8,703-98.2% | $12,270-98.7% |