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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 | $187,808 | $162,812+15.4% | $133,971+40.2% | $158,966+18.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.81% | 41.94%-12.1pp | 45.09%-15.3pp | 302.95%-273.1pp |
| Employer contribution / active EE | $19,386 | $4,976+289.6% | $3,919+394.7% | $4,762+307.0% |
| Participant deferral / active EE | $15,667 | $5,910+165.1% | $5,047+210.4% | $5,983+161.9% |
| Admin fee / account holder | -$221 | $11,741-101.9% | $8,929-102.5% | $11,250-102.0% |