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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 | $177,027 | $106,749+65.8% | $145,433+21.7% | $82,448+114.7% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 15.88% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $5,693 | $3,444+65.3% | $4,554+25.0% | $2,551+123.2% |
| Participant deferral / active EE | $5,846 | $6,519-10.3% | $7,897-26.0% | $4,139+41.2% |
| Admin fee / account holder | $125 | $8,390-98.5% | $13,129-99.1% | $7,234-98.3% |