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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 | $46,881 | $178,174-73.7% | $156,181-70.0% | $137,256-65.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 19.91% | 84.19%-64.3pp | 64.87%-45.0pp | 220.34%-200.4pp |
| Employer contribution / active EE | $7,946 | $4,972+59.8% | $4,294+85.1% | $4,156+91.2% |
| Participant deferral / active EE | $15,447 | $6,888+124.3% | $6,132+151.9% | $6,407+141.1% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |