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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 | $241,613 | $165,361+46.1% | $149,715+61.4% | $158,950+52.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.05% | 348.24%-331.2pp | 276.66%-259.6pp | 302.91%-285.9pp |
| Employer contribution / active EE | $2,062 | $5,103-59.6% | $4,645-55.6% | $4,762-56.7% |
| Participant deferral / active EE | $15,860 | $7,182+120.8% | $6,842+131.8% | $5,983+165.1% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |