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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 | $145,881 | $112,729+29.4% | $98,716+47.8% | $137,256+6.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 28.54% | 38.48%-9.9pp | 31.81%-3.3pp | 220.34%-191.8pp |
| Employer contribution / active EE | $3,757 | $2,725+37.9% | $2,279+64.9% | $4,156-9.6% |
| Participant deferral / active EE | $31,000 | $4,640+568.1% | $4,048+665.9% | $6,407+383.9% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |