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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 | $102,609-16.3% | $98,090-12.5% | $138,895-38.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 14.53% | 36.44%-21.9pp | 37.05%-22.5pp | 145.39%-130.9pp |
| Employer contribution / active EE | $9,666 | $3,867+149.9% | $3,606+168.0% | $4,194+130.5% |
| Participant deferral / active EE | $4,615 | $8,167-43.5% | $7,845-41.2% | $6,396-27.9% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |