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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 | $124,146 | $111,814+11.0% | $103,378+20.1% | $145,978-15.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.74% | 24.80%-10.1pp | 24.91%-10.2pp | 550.52%-535.8pp |
| Employer contribution / active EE | $8,889 | $4,215+110.9% | $3,870+129.7% | $4,662+90.7% |
| Participant deferral / active EE | $20,329 | $5,618+261.9% | $5,058+301.9% | $6,690+203.9% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |