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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 | $99,053+4.1% | $88,179+16.9% | $138,895-25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 20.07% | 78.17%-58.1pp | 64.97%-44.9pp | 145.39%-125.3pp |
| Employer contribution / active EE | $12,601 | $2,882+337.2% | $2,549+394.3% | $4,194+200.4% |
| Participant deferral / active EE | $24,002 | $5,225+359.3% | $4,614+420.2% | $6,396+275.3% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |