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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 | $138,210 | $98,240+40.7% | $82,312+67.9% | $147,586-6.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.34% | 30.85%-10.5pp | 25.88%-5.5pp | 578.59%-558.3pp |
| Employer contribution / active EE | $6,910 | $3,192+116.5% | $2,428+184.5% | $4,876+41.7% |
| Participant deferral / active EE | $5,445 | $4,383+24.2% | $3,706+46.9% | $5,439+0.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |