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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 | $199,132 | $88,707+124.5% | $74,184+168.4% | $273,972-27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.77% | 11.94%-6.2pp | 17.74%-12.0pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,233 | $3,159+34.0% | $2,370+78.6% | $4,869-13.1% |
| Participant deferral / active EE | $10,006 | $4,212+137.6% | $3,550+181.9% | $5,287+89.2% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |