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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 | $183,653 | $165,351+11.1% | $149,710+22.7% | $158,931+15.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.74% | 348.19%-333.4pp | 276.63%-261.9pp | 302.86%-288.1pp |
| Employer contribution / active EE | $2,830 | $5,103-44.5% | $4,645-39.1% | $4,761-40.6% |
| Participant deferral / active EE | $7,578 | $7,181+5.5% | $6,842+10.8% | $5,982+26.7% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |