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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 | $149,001 | $80,983+84.0% | $96,544+54.3% | $75,177+98.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.20% | 27.05%-5.9pp | 25.88%-4.7pp | 160.75%-139.6pp |
| Employer contribution / active EE | $7,798 | $2,282+241.6% | $2,966+162.9% | $2,671+191.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10 | $6,717-99.9% | $8,254-99.9% | $5,651-99.8% |