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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 | $163,380 | $110,337+48.1% | $102,383+59.6% | $145,877+12.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 27.33% | 24.83%+2.5pp | 24.94%+2.4pp | 551.28%-523.9pp |
| Employer contribution / active EE | $5,693 | $4,216+35.0% | $3,870+47.1% | $4,663+22.1% |
| Participant deferral / active EE | $20,480 | $5,621+264.4% | $5,060+304.8% | $6,691+206.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |