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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 | $103,429 | $174,379-40.7% | $152,093-32.0% | $138,895-25.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.61% | 74.86%-47.3pp | 66.36%-38.7pp | 145.39%-117.8pp |
| Employer contribution / active EE | $6,339 | $4,652+36.3% | $4,175+51.8% | $4,194+51.1% |
| Participant deferral / active EE | $23,500 | $6,159+281.5% | $5,451+331.1% | $6,396+267.4% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |