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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 | $215,472 | $87,546+146.1% | $75,784+184.3% | $125,389+71.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 8.18% | 13.49%-5.3pp | 9.68%-1.5pp | 282.24%-274.1pp |
| Employer contribution / active EE | $11,398 | $3,930+190.0% | $3,323+243.0% | $4,866+134.2% |
| Participant deferral / active EE | $4,836 | $4,230+14.3% | $3,652+32.4% | $5,352-9.6% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |