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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 | $85,846 | $135,905-36.8% | $126,068-31.9% | $198,609-56.8% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 14.53% | 14.07%+0.5pp | 15.01%-0.5pp | 202.70%-188.2pp |
| Employer contribution / active EE | $9,666 | $4,245+127.7% | $3,968+143.6% | $5,055+91.2% |
| Participant deferral / active EE | $4,615 | $8,523-45.9% | $8,214-43.8% | $6,977-33.9% |
| Admin fee / account holder | $0 | $21,036-100.0% | $18,264-100.0% | $19,030-100.0% |