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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 | $131,411 | $199,109-34.0% | $173,730-24.4% | $154,746-15.1% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.6%-1.8pp | 80.7%-2.9pp |
| Annual return | 18.72% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,215 | $5,311-77.1% | $4,577-73.5% | $4,379-72.2% |
| Participant deferral / active EE | $10,796 | $7,113+51.8% | $6,326+70.7% | $6,730+60.4% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |