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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 | $125,566 | $275,752-54.5% | $256,809-51.1% | $198,609-36.8% |
| Participation rate | 84.6% | 89.2%-4.6pp | 88.5%-3.9pp | 82.4%+2.2pp |
| Annual return | 26.52% | 34.81%-8.3pp | 32.73%-6.2pp | 202.70%-176.2pp |
| Employer contribution / active EE | $4,539 | $7,721-41.2% | $7,263-37.5% | $5,055-10.2% |
| Participant deferral / active EE | $15,052 | $10,037+50.0% | $9,520+58.1% | $6,977+115.7% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |