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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 | $164,613 | $110,379+49.1% | $102,412+60.7% | $145,884+12.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 18.74% | 24.84%-6.1pp | 24.94%-6.2pp | 551.85%-533.1pp |
| Employer contribution / active EE | $2,603 | $4,216-38.3% | $3,870-32.7% | $4,662-44.2% |
| Participant deferral / active EE | $12,068 | $5,622+114.7% | $5,060+138.5% | $6,690+80.4% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |