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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 | $100,751 | $201,259-49.9% | $184,200-45.3% | $145,959-31.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.42% | 28.98%-17.6pp | 28.80%-17.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $14,159 | $7,018+101.7% | $6,424+120.4% | $4,661+203.8% |
| Participant deferral / active EE | $6,985 | $9,806-28.8% | $9,132-23.5% | $6,689+4.4% |
| Admin fee / account holder | $20 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |