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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 | $100,903 | $228,395-55.8% | $185,861-45.7% | $158,982-36.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.13% | 40.82%-25.7pp | 35.96%-20.8pp | 302.99%-287.9pp |
| Employer contribution / active EE | $14,877 | $4,968+199.5% | $4,088+263.9% | $4,763+212.3% |
| Participant deferral / active EE | $4,169 | $6,417-35.0% | $5,634-26.0% | $5,983-30.3% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |