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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 | $105,517 | $88,707+19.0% | $74,184+42.2% | $273,972-61.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.11% | 11.94%-4.8pp | 17.74%-10.6pp | 41.46%-34.3pp |
| Employer contribution / active EE | $6,796 | $3,159+115.1% | $2,370+186.7% | $4,869+39.6% |
| Participant deferral / active EE | $5,678 | $4,212+34.8% | $3,550+59.9% | $5,287+7.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |