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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 | $133,987 | $106,247+26.1% | $96,515+38.8% | $139,466-3.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.32% | 38.47%-20.1pp | 35.73%-17.4pp | 373.66%-355.3pp |
| Employer contribution / active EE | $8,226 | $4,106+100.3% | $3,740+120.0% | $4,754+73.0% |
| Participant deferral / active EE | $9,166 | $5,456+68.0% | $4,880+87.8% | $6,712+36.6% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |