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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 | $221,248 | $211,224+4.7% | $178,505+23.9% | $145,897+51.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.09% | 30.28%-16.2pp | 27.16%-13.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $13,632 | $4,577+197.9% | $3,955+244.7% | $4,663+192.4% |
| Participant deferral / active EE | $15,250 | $6,966+118.9% | $6,280+142.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |