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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 | $153,695 | $88,707+73.3% | $74,184+107.2% | $273,972-43.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 14.70% | 11.94%+2.8pp | 17.74%-3.0pp | 41.46%-26.8pp |
| Employer contribution / active EE | $8,800 | $3,159+178.5% | $2,370+271.3% | $4,869+80.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |