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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 | $86,943 | $65,712+32.3% | $57,196+52.0% | $273,972-68.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 35.48% | 22.01%+13.5pp | 14.59%+20.9pp | 41.46%-6.0pp |
| Employer contribution / active EE | $6,633 | $3,280+102.2% | $2,683+147.2% | $4,869+36.2% |
| Participant deferral / active EE | $5,642 | $3,782+49.2% | $3,096+82.2% | $5,287+6.7% |
| Admin fee / account holder | $78 | $4,838-98.4% | $3,141-97.5% | $10,133-99.2% |