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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 | $87,134 | $201,372-56.7% | $184,260-52.7% | $145,884-40.3% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 20.70% | 29.04%-8.3pp | 28.84%-8.1pp | 551.85%-531.1pp |
| Employer contribution / active EE | $10,108 | $7,024+43.9% | $6,427+57.3% | $4,662+116.8% |
| Participant deferral / active EE | $14,061 | $9,808+43.4% | $9,133+54.0% | $6,690+110.2% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |