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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 | $150,593 | $254,759-40.9% | $216,567-30.5% | $198,609-24.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 17.69% | 10.04%+7.7pp | 12.94%+4.7pp | 202.70%-185.0pp |
| Employer contribution / active EE | $10,000 | $6,096+64.0% | $5,216+91.7% | $5,055+97.8% |
| Participant deferral / active EE | $14,574 | $6,948+109.8% | $6,191+135.4% | $6,977+108.9% |
| Admin fee / account holder | $265 | $26,311-99.0% | $21,981-98.8% | $19,030-98.6% |