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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 | $159,064 | $154,193+3.2% | $130,045+22.3% | $139,466+14.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.01% | 32.51%-15.5pp | -137.30%+154.3pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,769 | $5,292-28.8% | $4,321-12.8% | $4,754-20.7% |
| Participant deferral / active EE | $6,891 | $6,709+2.7% | $5,820+18.4% | $6,712+2.7% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |