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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 | $131,747 | $117,846+11.8% | $102,434+28.6% | $145,884-9.7% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.27% | 31.90%-15.6pp | 29.46%-13.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $2,390 | $3,615-33.9% | $3,023-20.9% | $4,662-48.7% |
| Participant deferral / active EE | $6,957 | $5,733+21.3% | $5,055+37.6% | $6,690+4.0% |
| Admin fee / account holder | $16 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |