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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 | $148,125 | $153,311-3.4% | $109,313+35.5% | $273,972-45.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.10% | 29.86%-27.8pp | 22.07%-20.0pp | 41.46%-39.4pp |
| Employer contribution / active EE | $3,480 | $5,619-38.1% | $3,892-10.6% | $4,869-28.5% |
| Participant deferral / active EE | $21,000 | $3,932+434.1% | $3,166+563.2% | $5,287+297.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |