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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 | $154,088 | $111,814+37.8% | $103,378+49.1% | $145,978+5.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.63% | 24.80%-10.2pp | 24.91%-10.3pp | 550.52%-535.9pp |
| Employer contribution / active EE | $11,739 | $4,215+178.5% | $3,870+203.3% | $4,662+151.8% |
| Participant deferral / active EE | $10,013 | $5,618+78.2% | $5,058+98.0% | $6,690+49.7% |
| Admin fee / account holder | $5 | $9,764-99.9% | $8,401-99.9% | $13,400-100.0% |