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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 | $186,066 | $201,264-7.6% | $184,185+1.0% | $145,978+27.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.39% | 29.00%-12.6pp | 28.81%-12.4pp | 550.52%-534.1pp |
| Employer contribution / active EE | $12,397 | $7,021+76.6% | $6,426+92.9% | $4,662+165.9% |
| Participant deferral / active EE | $10,914 | $9,806+11.3% | $9,132+19.5% | $6,690+63.1% |
| Admin fee / account holder | $0 | $16,376-100.0% | $13,909-100.0% | $13,400-100.0% |