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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 | $143,683 | $97,125+47.9% | $86,233+66.6% | $137,256+4.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.37% | 74.19%-55.8pp | 61.39%-43.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $8,795 | $2,841+209.6% | $2,504+251.2% | $4,156+111.6% |
| Participant deferral / active EE | $6,988 | $5,180+34.9% | $4,559+53.3% | $6,407+9.1% |
| Admin fee / account holder | $19 | $9,725-99.8% | $8,342-99.8% | $12,270-99.8% |