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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 | $76,395 | $135,956-43.8% | $123,894-38.3% | $273,972-72.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 18.99% | 56.63%-37.6pp | 47.52%-28.5pp | 41.46%-22.5pp |
| Employer contribution / active EE | $29,185 | $5,170+464.5% | $4,617+532.1% | $4,869+499.4% |
| Participant deferral / active EE | $12,557 | $6,343+98.0% | $5,984+109.8% | $5,287+137.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |