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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 | $97,765 | $104,251-6.2% | $91,004+7.4% | $147,586-33.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.92% | 27.06%-12.1pp | 4.60%+10.3pp | 578.59%-563.7pp |
| Employer contribution / active EE | $18,420 | $3,116+491.2% | $2,456+650.1% | $4,876+277.7% |
| Participant deferral / active EE | $7,779 | $4,195+85.4% | $3,548+119.3% | $5,439+43.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |