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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 | $223,717 | $149,778+49.4% | $118,946+88.1% | $158,950+40.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 15.82% | 19.95%-4.1pp | 35.89%-20.1pp | 302.91%-287.1pp |
| Employer contribution / active EE | $5,700 | $4,117+38.5% | $3,263+74.7% | $4,762+19.7% |
| Participant deferral / active EE | $2,954 | $5,225-43.5% | $4,266-30.7% | $5,983-50.6% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |