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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 | $233,319 | $112,729+107.0% | $98,716+136.4% | $137,256+70.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 23.24% | 38.48%-15.2pp | 31.81%-8.6pp | 220.34%-197.1pp |
| Employer contribution / active EE | $6,603 | $2,725+142.3% | $2,279+189.8% | $4,156+58.9% |
| Participant deferral / active EE | $13,356 | $4,640+187.8% | $4,048+230.0% | $6,407+108.5% |
| Admin fee / account holder | $107 | $10,129-98.9% | $8,703-98.8% | $12,270-99.1% |