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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 | $182,587 | $100,970+80.8% | $96,576+89.1% | $137,256+33.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 22.58% | 38.16%-15.6pp | 38.47%-15.9pp | 220.34%-197.8pp |
| Employer contribution / active EE | $24,503 | $3,809+543.3% | $3,553+589.6% | $4,156+489.6% |
| Participant deferral / active EE | $17,479 | $8,286+110.9% | $7,956+119.7% | $6,407+172.8% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |