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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 | $100,266 | $110,212-9.0% | $96,534+3.9% | $139,466-28.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.01% | 26.42%-8.4pp | 25.88%-7.9pp | 373.66%-355.6pp |
| Employer contribution / active EE | $5,261 | $3,620+45.3% | $2,965+77.4% | $4,754+10.7% |
| Participant deferral / active EE | $7,011 | $5,547+26.4% | $4,851+44.5% | $6,712+4.5% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |