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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 | $61,328 | $197,625-69.0% | $177,840-65.5% | $158,966-61.4% |
| Participation rate | 94.1% | 88.5%+5.6pp | 87.7%+6.4pp | 82.0%+12.2pp |
| Annual return | 24.94% | 58.76%-33.8pp | 48.32%-23.4pp | 302.95%-278.0pp |
| Employer contribution / active EE | $6,168 | $6,698-7.9% | $5,919+4.2% | $4,762+29.5% |
| Participant deferral / active EE | $13,439 | $8,405+59.9% | $7,714+74.2% | $5,983+124.6% |
| Admin fee / account holder | $2 | $15,405-100.0% | $12,431-100.0% | $11,250-100.0% |