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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 | $110,668 | $153,769-28.0% | $133,975-17.4% | $273,972-59.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 57.54% | 36.51%+21.0pp | 29.29%+28.2pp | 41.46%+16.1pp |
| Employer contribution / active EE | $9,983 | $6,029+65.6% | $5,211+91.6% | $4,869+105.0% |
| Participant deferral / active EE | $17,853 | $6,958+156.6% | $6,282+184.2% | $5,287+237.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |