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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 | $213,785-59.3% | $185,441-53.1% | $155,188-44.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 13.81% | 19.97%-6.2pp | 20.16%-6.4pp | 148.84%-135.0pp |
| Employer contribution / active EE | $14,677 | $5,393+172.1% | $4,672+214.1% | $4,248+245.5% |
| Participant deferral / active EE | $11,821 | $6,864+72.2% | $6,152+92.2% | $6,531+81.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |