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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 | $130,925 | $124,314+5.3% | $109,163+19.9% | $167,518-21.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.23% | 26.04%-15.8pp | 25.75%-15.5pp | 478.71%-468.5pp |
| Employer contribution / active EE | $3,097 | $4,209-26.4% | $3,723-16.8% | $4,838-36.0% |
| Participant deferral / active EE | $13,885 | $5,256+164.2% | $4,654+198.4% | $6,342+118.9% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |