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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 | $131,682 | $172,111-23.5% | $150,298-12.4% | $137,256-4.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.57% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $11,528 | $4,636+148.6% | $4,154+177.5% | $4,156+177.4% |
| Participant deferral / active EE | $17,211 | $6,166+179.1% | $5,453+215.6% | $6,407+168.6% |
| Admin fee / account holder | $146 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |