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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 | $177,742 | $90,486+96.4% | $78,676+125.9% | $273,972-35.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.90% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,793 | $3,175+145.5% | $2,850+173.4% | $4,869+60.1% |
| Participant deferral / active EE | $15,260 | $3,901+291.1% | $3,517+333.9% | $5,287+188.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |