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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 | $94,597 | $96,558-2.0% | $80,977+16.8% | $273,972-65.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.47% | 15.14%-9.7pp | 17.11%-11.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $16,740 | $4,869+243.8% | $3,715+350.7% | $4,869+243.8% |
| Participant deferral / active EE | $9,247 | $6,598+40.2% | $5,696+62.3% | $5,287+74.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |