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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 | $197,531 | $96,558+104.6% | $80,977+143.9% | $273,972-27.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.63% | 15.14%-6.5pp | 17.11%-8.5pp | 41.46%-32.8pp |
| Employer contribution / active EE | $5,245 | $4,869+7.7% | $3,715+41.2% | $4,869+7.7% |
| Participant deferral / active EE | $18,050 | $6,598+173.6% | $5,696+216.9% | $5,287+241.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |