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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 | $45,335 | $135,956-66.7% | $123,894-63.4% | $273,972-83.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 49.17% | 56.63%-7.5pp | 47.52%+1.7pp | 41.46%+7.7pp |
| Employer contribution / active EE | $3,605 | $5,170-30.3% | $4,617-21.9% | $4,869-26.0% |
| Participant deferral / active EE | $11,534 | $6,343+81.8% | $5,984+92.7% | $5,287+118.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |