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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 | $234,890 | $167,522+40.2% | $151,639+54.9% | $134,532+74.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.98% | 7.81%-23.8pp | 3.34%-19.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $7,873 | $6,828+15.3% | $6,165+27.7% | $4,741+66.1% |
| Participant deferral / active EE | $11,958 | $8,986+33.1% | $8,363+43.0% | $6,401+86.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |