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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 | $157,969 | $118,488+33.3% | $98,462+60.4% | $139,487+13.3% |
| Participation rate | 95.5% | 77.5%+18.0pp | 75.2%+20.3pp | 80.3%+15.1pp |
| Annual return | 20.57% | 18.96%+1.6pp | 21.17%-0.6pp | 373.84%-353.3pp |
| Employer contribution / active EE | $4,278 | $3,611+18.5% | $3,049+40.3% | $4,755-10.0% |
| Participant deferral / active EE | $9,317 | $5,393+72.8% | $4,738+96.6% | $6,713+38.8% |
| Admin fee / account holder | $122 | $13,868-99.1% | $8,875-98.6% | $11,407-98.9% |