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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 | $130,351 | $111,814+16.6% | $103,374+26.1% | $145,959-10.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.52% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,474 | $4,214-41.3% | $3,869-36.1% | $4,661-46.9% |
| Participant deferral / active EE | $15,318 | $5,618+172.7% | $5,058+202.9% | $6,689+129.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |