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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 | $141,806 | $99,345+42.7% | $84,753+67.3% | $273,972-48.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.87% | 22.93%-12.1pp | 22.78%-11.9pp | 41.46%-30.6pp |
| Employer contribution / active EE | $7,635 | $4,214+81.2% | $3,574+113.6% | $4,869+56.8% |
| Participant deferral / active EE | $5,375 | $4,270+25.9% | $3,712+44.8% | $5,287+1.7% |
| Admin fee / account holder | -$19 | $6,645-100.3% | $5,333-100.4% | $10,133-100.2% |