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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 | $227,963 | $95,959+137.6% | $97,411+134.0% | $138,895+64.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 16.47% | 29.30%-12.8pp | 34.72%-18.2pp | 145.39%-128.9pp |
| Employer contribution / active EE | $13,985 | $4,278+226.9% | $4,210+232.2% | $4,194+233.4% |
| Participant deferral / active EE | $16,016 | $5,876+172.6% | $5,886+172.1% | $6,396+150.4% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |