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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 | $149,393 | $117,846+26.8% | $102,434+45.8% | $145,884+2.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.49% | 31.90%-16.4pp | 29.46%-14.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $14,996 | $3,615+314.9% | $3,023+396.0% | $4,662+221.6% |
| Participant deferral / active EE | $9,129 | $5,733+59.2% | $5,055+80.6% | $6,690+36.5% |
| Admin fee / account holder | $155 | $13,356-98.8% | $9,462-98.4% | $13,392-98.8% |