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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 | $125,530 | $172,111-27.1% | $150,298-16.5% | $137,256-8.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.32% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $14,286 | $4,636+208.1% | $4,154+243.9% | $4,156+243.7% |
| Participant deferral / active EE | $7,919 | $6,166+28.4% | $5,453+45.2% | $6,407+23.6% |
| Admin fee / account holder | $236 | $16,471-98.6% | $14,116-98.3% | $12,270-98.1% |