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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 | $56,056 | $201,264-72.1% | $184,185-69.6% | $145,978-61.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 22.25% | 29.00%-6.8pp | 28.81%-6.6pp | 550.52%-528.3pp |
| Employer contribution / active EE | $5,830 | $7,021-17.0% | $6,426-9.3% | $4,662+25.1% |
| Participant deferral / active EE | $14,845 | $9,806+51.4% | $9,132+62.6% | $6,690+121.9% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |