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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 | $52,860 | $199,109-73.5% | $173,730-69.6% | $154,746-65.8% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 14.94% | 20.02%-5.1pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $16,259 | $5,311+206.1% | $4,577+255.2% | $4,379+271.3% |
| Participant deferral / active EE | $5,315 | $7,113-25.3% | $6,326-16.0% | $6,730-21.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |