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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 | $254,759-65.9% | $216,567-59.9% | $198,609-56.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.81% | 10.04%+3.8pp | 12.94%+0.9pp | 202.70%-188.9pp |
| Employer contribution / active EE | $14,677 | $6,096+140.7% | $5,216+181.4% | $5,055+190.3% |
| Participant deferral / active EE | $11,821 | $6,948+70.1% | $6,191+90.9% | $6,977+69.4% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |