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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 | $219,275 | $156,398+40.2% | $147,318+48.8% | $138,895+57.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.27% | 78.75%-56.5pp | 70.43%-48.2pp | 145.39%-123.1pp |
| Employer contribution / active EE | $7,056 | $4,853+45.4% | $4,593+53.6% | $4,194+68.2% |
| Participant deferral / active EE | $24,061 | $8,237+192.1% | $7,906+204.3% | $6,396+276.2% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |