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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 | $136,427 | $217,432-37.3% | $185,851-26.6% | $167,553-18.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.13% | 148.43%-128.3pp | 122.11%-102.0pp | 478.89%-458.8pp |
| Employer contribution / active EE | $3,275 | $5,874-44.2% | $5,168-36.6% | $4,840-32.3% |
| Participant deferral / active EE | $17,733 | $6,357+179.0% | $5,569+218.5% | $6,343+179.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |