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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 | $242,013 | $153,774+57.4% | $133,979+80.6% | $273,970-11.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.58% | 36.51%-26.9pp | 29.30%-19.7pp | 41.46%-31.9pp |
| Employer contribution / active EE | $8,338 | $6,029+38.3% | $5,211+60.0% | $4,869+71.3% |
| Participant deferral / active EE | $14,802 | $6,958+112.7% | $6,282+135.6% | $5,287+180.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |