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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 | $103,119 | $97,125+6.2% | $86,233+19.6% | $137,256-24.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.07% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $12,601 | $2,841+343.5% | $2,504+403.2% | $4,156+203.2% |
| Participant deferral / active EE | $24,002 | $5,180+363.4% | $4,559+426.5% | $6,407+274.6% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |