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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 | $171,067 | $118,488+44.4% | $98,462+73.7% | $139,487+22.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.11% | 18.96%-7.8pp | 21.17%-10.1pp | 373.84%-362.7pp |
| Employer contribution / active EE | $23,162 | $3,611+541.5% | $3,049+659.7% | $4,755+387.1% |
| Participant deferral / active EE | $8,631 | $5,393+60.1% | $4,738+82.2% | $6,713+28.6% |
| Admin fee / account holder | $0 | $13,868-100.0% | $8,875-100.0% | $11,407-100.0% |