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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 | $192,178 | $153,769+25.0% | $133,975+43.4% | $273,972-29.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.90% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $23,344 | $6,029+287.2% | $5,211+348.0% | $4,869+379.5% |
| Participant deferral / active EE | $24,752 | $6,958+255.7% | $6,282+294.0% | $5,287+368.1% |
| Admin fee / account holder | $217 | $11,765-98.2% | $9,324-97.7% | $10,133-97.9% |