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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 | $240,514 | $103,008+133.5% | $90,304+166.3% | $152,897+57.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.81% | 95.22%-68.4pp | 78.13%-51.3pp | 345.43%-318.6pp |
| Employer contribution / active EE | $14,449 | $3,139+360.3% | $2,855+406.1% | $4,764+203.3% |
| Participant deferral / active EE | $16,379 | $4,281+282.6% | $3,885+321.6% | $5,851+179.9% |
| Admin fee / account holder | $60 | $6,175-99.0% | $5,354-98.9% | $11,599-99.5% |