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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 | $171,387 | $166,131+3.2% | $164,975+3.9% | $145,877+17.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.00% | 100.37%-91.4pp | 70.12%-61.1pp | 551.28%-542.3pp |
| Employer contribution / active EE | $46,000 | $5,276+771.9% | $4,343+959.3% | $4,663+886.5% |
| Participant deferral / active EE | $23,000 | $6,962+230.4% | $6,033+281.2% | $6,691+243.8% |
| Admin fee / account holder | $65 | $16,648-99.6% | $12,688-99.5% | $13,402-99.5% |