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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 | $170,554 | $149,778+13.9% | $118,946+43.4% | $158,966+7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.24% | 19.95%-3.7pp | 35.89%-19.6pp | 302.95%-286.7pp |
| Employer contribution / active EE | $8,881 | $4,117+115.7% | $3,263+172.1% | $4,762+86.5% |
| Participant deferral / active EE | $15,875 | $5,225+203.8% | $4,266+272.2% | $5,983+165.3% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,250-100.0% |