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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 | $114,664 | $88,707+29.3% | $74,184+54.6% | $273,972-58.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.21% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $13,032 | $3,159+312.5% | $2,370+449.8% | $4,869+167.7% |
| Participant deferral / active EE | $7,508 | $4,212+78.3% | $3,550+111.5% | $5,287+42.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |