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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 | $120,173 | $136,860-12.2% | $120,344-0.1% | $154,746-22.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 25.41% | 21.38%+4.0pp | 20.30%+5.1pp | 172.34%-146.9pp |
| Employer contribution / active EE | $23,533 | $3,533+566.1% | $3,020+679.2% | $4,379+437.4% |
| Participant deferral / active EE | $4,800 | $5,793-17.1% | $5,135-6.5% | $6,730-28.7% |
| Admin fee / account holder | $3 | $15,393-100.0% | $12,742-100.0% | $14,365-100.0% |