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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 | $209,190 | $106,974+95.6% | $90,796+130.4% | $138,895+50.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.5%+30.5pp | 79.9%+20.1pp |
| Annual return | 17.67% | 20.10%-2.4pp | 19.29%-1.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $16,625 | $2,609+537.3% | $2,294+624.8% | $4,194+296.4% |
| Participant deferral / active EE | $28,677 | $4,455+543.8% | $3,822+650.4% | $6,396+348.3% |
| Admin fee / account holder | $0 | $8,626-100.0% | $7,024-100.0% | $12,562-100.0% |