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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 | $73,751 | $65,367+12.8% | $92,915-20.6% | $72,976+1.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.30% | 42.11%-17.8pp | 109.45%-85.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $11,091 | $2,594+327.6% | $3,653+203.6% | $2,440+354.5% |
| Participant deferral / active EE | $4,537 | $3,128+45.0% | $4,238+7.1% | $3,608+25.8% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |