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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 | $25,729 | $135,956-81.1% | $123,894-79.2% | $273,972-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 22.09% | 56.63%-34.5pp | 47.52%-25.4pp | 41.46%-19.4pp |
| Employer contribution / active EE | $12,021 | $5,170+132.5% | $4,617+160.4% | $4,869+146.9% |
| Participant deferral / active EE | $6,322 | $6,343-0.3% | $5,984+5.6% | $5,287+19.6% |
| Admin fee / account holder | $100 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |