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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 | $188,950 | $127,387+48.3% | $115,038+64.3% | $125,389+50.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 37.05% | 31.28%+5.8pp | 26.14%+10.9pp | 282.24%-245.2pp |
| Employer contribution / active EE | $9,618 | $5,166+86.2% | $4,608+108.7% | $4,866+97.6% |
| Participant deferral / active EE | $12,938 | $6,423+101.4% | $6,026+114.7% | $5,352+141.8% |
| Admin fee / account holder | $6 | $9,516-99.9% | $8,175-99.9% | $9,541-99.9% |