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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 | $99,410 | $135,956-26.9% | $123,894-19.8% | $273,972-63.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.65% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $7,801 | $5,170+50.9% | $4,617+69.0% | $4,869+60.2% |
| Participant deferral / active EE | $9,156 | $6,343+44.4% | $5,984+53.0% | $5,287+73.2% |
| Admin fee / account holder | $153 | $9,817-98.4% | $8,357-98.2% | $10,133-98.5% |