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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 | $150,476 | $111,535+34.9% | $105,223+43.0% | $137,256+9.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.37% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $10,412 | $3,939+164.3% | $3,689+182.3% | $4,156+150.5% |
| Participant deferral / active EE | $15,605 | $5,500+183.7% | $5,072+207.7% | $6,407+143.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |