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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 | $117,478 | $228,395-48.6% | $185,861-36.8% | $158,982-26.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.21% | 40.82%-27.6pp | 35.96%-22.8pp | 302.99%-289.8pp |
| Employer contribution / active EE | $18,883 | $4,968+280.1% | $4,088+361.9% | $4,763+296.5% |
| Participant deferral / active EE | $13,000 | $6,417+102.6% | $5,634+130.7% | $5,983+117.3% |
| Admin fee / account holder | $107 | $11,869-99.1% | $9,503-98.9% | $11,252-99.1% |