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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 | $151,479 | $212,386-28.7% | $199,883-24.2% | $138,895+9.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 18.87% | 47.75%-28.9pp | 43.81%-24.9pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,924 | $6,625-55.9% | $6,261-53.3% | $4,194-30.3% |
| Participant deferral / active EE | $14,204 | $9,617+47.7% | $9,138+55.4% | $6,396+122.1% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |