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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 | $40,144 | $184,014-78.2% | $161,149-75.1% | $138,895-71.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 32.44% | 21.52%+10.9pp | 21.16%+11.3pp | 145.39%-113.0pp |
| Employer contribution / active EE | $3,247 | $5,055-35.8% | $4,360-25.5% | $4,194-22.6% |
| Participant deferral / active EE | $13,938 | $6,909+101.7% | $6,153+126.5% | $6,396+117.9% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |