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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 | $83,719 | $89,367-6.3% | $141,191-40.7% | $72,975+14.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.22% | 111.87%-88.7pp | 71.41%-48.2pp | 81.01%-57.8pp |
| Employer contribution / active EE | $6,740 | $3,115+116.4% | $4,736+42.3% | $2,440+176.2% |
| Participant deferral / active EE | $13,303 | $5,419+145.5% | $6,710+98.3% | $3,608+268.7% |
| Admin fee / account holder | $40 | $5,957-99.3% | $10,264-99.6% | $5,124-99.2% |