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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 | $86,913 | $199,109-56.3% | $173,730-50.0% | $154,746-43.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 13.81% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $14,677 | $5,311+176.3% | $4,577+220.6% | $4,379+235.2% |
| Participant deferral / active EE | $11,821 | $7,113+66.2% | $6,326+86.8% | $6,730+75.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |