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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 | $79,526 | $211,288-62.4% | $178,540-55.5% | $145,884-45.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.60% | 30.27%-11.7pp | 27.15%-8.6pp | 551.85%-533.3pp |
| Employer contribution / active EE | $4,839 | $4,574+5.8% | $3,953+22.4% | $4,662+3.8% |
| Participant deferral / active EE | $16,588 | $6,967+138.1% | $6,281+164.1% | $6,690+148.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |