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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 | $186,406 | $152,592+22.2% | $125,180+48.9% | $152,885+21.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 24.91% | 54.84%-29.9pp | 43.79%-18.9pp | 345.39%-320.5pp |
| Employer contribution / active EE | $6,555 | $4,947+32.5% | $3,866+69.6% | $4,763+37.6% |
| Participant deferral / active EE | $10,281 | $5,868+75.2% | $4,937+108.2% | $5,851+75.7% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |