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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 | $152,207 | $157,304-3.2% | $141,197+7.8% | $152,909-0.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.21% | 64.34%-43.1pp | 71.41%-50.2pp | 345.46%-324.3pp |
| Employer contribution / active EE | $23,673 | $5,263+349.8% | $4,736+399.8% | $4,764+396.9% |
| Participant deferral / active EE | $8,711 | $7,111+22.5% | $6,710+29.8% | $5,851+48.9% |
| Admin fee / account holder | $18 | $12,126-99.9% | $10,265-99.8% | $11,601-99.8% |