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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 | $99,450 | $157,276-36.8% | $141,177-29.6% | $152,885-35.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.46% | 64.33%-45.9pp | 71.40%-52.9pp | 345.39%-326.9pp |
| Employer contribution / active EE | $6,514 | $5,262+23.8% | $4,736+37.5% | $4,763+36.8% |
| Participant deferral / active EE | $17,291 | $7,110+143.2% | $6,710+157.7% | $5,851+195.5% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |