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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 | $234,968 | $135,905+72.9% | $126,068+86.4% | $198,609+18.3% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 35.00% | 14.07%+20.9pp | 15.01%+20.0pp | 202.70%-167.7pp |
| Employer contribution / active EE | $12,675 | $4,245+198.6% | $3,968+219.4% | $5,055+150.7% |
| Participant deferral / active EE | $23,500 | $8,523+175.7% | $8,214+186.1% | $6,977+236.8% |
| Admin fee / account holder | $20 | $21,036-99.9% | $18,264-99.9% | $19,030-99.9% |