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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 | $114,656 | $107,421+6.7% | $182,262-37.1% | $94,015+22.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 15.43% | 21.32%-5.9pp | 140.60%-125.2pp | 17.84%-2.4pp |
| Employer contribution / active EE | $5,769 | $3,448+67.3% | $5,046+14.3% | $2,790+106.8% |
| Participant deferral / active EE | $8,476 | $6,558+29.3% | $8,276+2.4% | $4,249+99.5% |
| Admin fee / account holder | $96 | $8,692-98.9% | $16,712-99.4% | $8,951-98.9% |