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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 | $127,679 | $135,956-6.1% | $123,894+3.1% | $273,972-53.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.11% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $16,044 | $5,170+210.3% | $4,617+247.5% | $4,869+229.5% |
| Participant deferral / active EE | $15,621 | $6,343+146.3% | $5,984+161.0% | $5,287+195.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |