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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 | $178,999 | $97,289+84.0% | $92,805+92.9% | $155,188+15.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 18.54% | 29.03%-10.5pp | 31.59%-13.1pp | 148.84%-130.3pp |
| Employer contribution / active EE | $5,306 | $3,632+46.1% | $3,424+54.9% | $4,248+24.9% |
| Participant deferral / active EE | $10,580 | $8,795+20.3% | $8,448+25.2% | $6,531+62.0% |
| Admin fee / account holder | $20 | $12,015-99.8% | $10,911-99.8% | $14,480-99.9% |