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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 | $178,857 | $115,917+54.3% | $100,535+77.9% | $158,982+12.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 79.4%+8.1pp | 82.0%+5.5pp |
| Annual return | 18.47% | 34.80%-16.3pp | 30.90%-12.4pp | 302.99%-284.5pp |
| Employer contribution / active EE | $4,240 | $4,105+3.3% | $3,419+24.0% | $4,763-11.0% |
| Participant deferral / active EE | $8,691 | $6,677+30.2% | $6,271+38.6% | $5,983+45.3% |
| Admin fee / account holder | $0 | $11,002-100.0% | $8,085-100.0% | $11,252-100.0% |