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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 | $212,093 | $167,362+26.7% | $143,799+47.5% | $134,532+57.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.93% | 0.47%+1.5pp | -0.04%+2.0pp | 418.27%-416.3pp |
| Employer contribution / active EE | $9,827 | $5,620+74.8% | $4,952+98.4% | $4,741+107.3% |
| Participant deferral / active EE | $7,410 | $6,447+14.9% | $5,638+31.4% | $6,401+15.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |