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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 | $130,922 | $141,004-7.2% | $112,273+16.6% | $139,456-6.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.57% | 32.75%-13.2pp | 30.23%-10.7pp | 373.45%-353.9pp |
| Employer contribution / active EE | $17,879 | $4,285+317.3% | $3,431+421.1% | $4,753+276.2% |
| Participant deferral / active EE | $9,344 | $5,878+59.0% | $4,800+94.7% | $6,711+39.2% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |