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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 | $241,471 | $177,156+36.3% | $147,027+64.2% | $154,746+56.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.35% | 21.94%-0.6pp | 20.23%+1.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,369 | $4,336-68.4% | $3,626-62.2% | $4,379-68.7% |
| Participant deferral / active EE | $12,400 | $5,797+113.9% | $4,933+151.4% | $6,730+84.2% |
| Admin fee / account holder | $0 | $14,904-100.0% | $12,223-100.0% | $14,365-100.0% |