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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 | $152,836 | $118,496+29.0% | $98,461+55.2% | $139,466+9.6% |
| Participation rate | 75.0% | 77.5%-2.5pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 24.68% | 18.96%+5.7pp | 21.17%+3.5pp | 373.66%-349.0pp |
| Employer contribution / active EE | $2,257 | $3,611-37.5% | $3,049-26.0% | $4,754-52.5% |
| Participant deferral / active EE | $6,830 | $5,393+26.6% | $4,738+44.1% | $6,712+1.8% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |