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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 | $208,579 | $117,895+76.9% | $102,460+103.6% | $145,897+43.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.77% | 31.92%-17.2pp | 29.47%-14.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $4,304 | $3,619+18.9% | $3,025+42.3% | $4,663-7.7% |
| Participant deferral / active EE | $9,116 | $5,736+58.9% | $5,056+80.3% | $6,689+36.3% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |