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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 | $248,662 | $110,410+125.2% | $102,437+142.7% | $145,897+70.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.05% | 24.85%-1.8pp | 24.95%-1.9pp | 552.29%-529.2pp |
| Employer contribution / active EE | $1,218 | $4,217-71.1% | $3,871-68.5% | $4,663-73.9% |
| Participant deferral / active EE | $11,118 | $5,622+97.8% | $5,060+119.7% | $6,689+66.2% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |