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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 | $145,598 | $209,336-30.4% | $197,124-26.1% | $137,256+6.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.57% | 48.09%-34.5pp | 44.34%-30.8pp | 220.34%-206.8pp |
| Employer contribution / active EE | $18,912 | $6,591+187.0% | $6,227+203.7% | $4,156+355.1% |
| Participant deferral / active EE | $14,052 | $9,614+46.2% | $9,135+53.8% | $6,407+119.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |