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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 | $92,772 | $124,330-25.4% | $109,173-15.0% | $167,536-44.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.13% | 26.04%-6.9pp | 25.75%-6.6pp | 478.82%-459.7pp |
| Employer contribution / active EE | $8,007 | $4,209+90.2% | $3,723+115.1% | $4,839+65.5% |
| Participant deferral / active EE | $6,930 | $5,256+31.8% | $4,654+48.9% | $6,342+9.3% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |