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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 | $111,258 | $124,314-10.5% | $109,163+1.9% | $167,518-33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.44% | 26.04%-15.6pp | 25.75%-15.3pp | 478.71%-468.3pp |
| Employer contribution / active EE | $9,065 | $4,209+115.4% | $3,723+143.5% | $4,838+87.3% |
| Participant deferral / active EE | $20,729 | $5,256+294.4% | $4,654+345.4% | $6,342+226.8% |
| Admin fee / account holder | $0 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |