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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 | $129,893 | $212,386-38.8% | $199,883-35.0% | $138,895-6.5% |
| Participation rate | 92.9% | 87.4%+5.5pp | 86.8%+6.1pp | 79.9%+12.9pp |
| Annual return | 16.15% | 47.75%-31.6pp | 43.81%-27.7pp | 145.39%-129.2pp |
| Employer contribution / active EE | $9,145 | $6,625+38.0% | $6,261+46.1% | $4,194+118.0% |
| Participant deferral / active EE | $7,485 | $9,617-22.2% | $9,138-18.1% | $6,396+17.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |