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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 | $128,995 | $117,829+9.5% | $102,423+25.9% | $145,877-11.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 23.20% | 31.83%-8.6pp | 29.42%-6.2pp | 551.28%-528.1pp |
| Employer contribution / active EE | $5,636 | $3,615+55.9% | $3,023+86.4% | $4,663+20.9% |
| Participant deferral / active EE | $2,209 | $5,732-61.5% | $5,054-56.3% | $6,691-67.0% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |