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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 | $165,154 | $135,956+21.5% | $123,894+33.3% | $273,972-39.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.99% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.5pp |
| Employer contribution / active EE | $14,236 | $5,170+175.4% | $4,617+208.3% | $4,869+192.4% |
| Participant deferral / active EE | $12,930 | $6,343+103.9% | $5,984+116.1% | $5,287+144.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |