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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 | $126,347 | $99,345+27.2% | $84,753+49.1% | $273,972-53.9% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 9.39% | 22.93%-13.5pp | 22.78%-13.4pp | 41.46%-32.1pp |
| Employer contribution / active EE | $10,977 | $4,214+160.5% | $3,574+207.1% | $4,869+125.5% |
| Participant deferral / active EE | $4,689 | $4,270+9.8% | $3,712+26.3% | $5,287-11.3% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |