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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 | $139,550 | $135,956+2.6% | $123,894+12.6% | $273,972-49.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 10.12% | 56.63%-46.5pp | 47.52%-37.4pp | 41.46%-31.3pp |
| Employer contribution / active EE | $12,276 | $5,170+137.5% | $4,617+165.9% | $4,869+152.1% |
| Participant deferral / active EE | $14,946 | $6,343+135.6% | $5,984+149.8% | $5,287+182.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |