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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 | $154,552 | $201,372-23.3% | $184,260-16.1% | $145,884+5.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.53% | 29.04%-11.5pp | 28.84%-11.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $6,425 | $7,024-8.5% | $6,4270% | $4,662+37.8% |
| Participant deferral / active EE | $16,360 | $9,808+66.8% | $9,133+79.1% | $6,690+144.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |