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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 | $204,021 | $113,338+80.0% | $94,993+114.8% | $147,586+38.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.79% | 20.80%-2.0pp | 27.14%-8.4pp | 578.59%-559.8pp |
| Employer contribution / active EE | $26,918 | $3,160+751.7% | $2,603+933.9% | $4,876+452.0% |
| Participant deferral / active EE | $18,841 | $3,777+398.9% | $3,317+468.0% | $5,439+246.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |