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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 | $160,900 | $77,416+107.8% | $69,464+131.6% | $152,897+5.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 23.77% | 39.08%-15.3pp | 28.98%-5.2pp | 345.43%-321.7pp |
| Employer contribution / active EE | $11,906 | $3,315+259.2% | $2,779+328.4% | $4,764+149.9% |
| Participant deferral / active EE | $2,431 | $4,413-44.9% | $3,536-31.2% | $5,851-58.4% |
| Admin fee / account holder | $41 | $6,208-99.3% | $3,840-98.9% | $11,599-99.7% |