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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 | $100,224 | $201,344-50.2% | $184,243-45.6% | $145,877-31.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.03% | 29.01%-17.0pp | 28.82%-16.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $35,819 | $7,022+410.1% | $6,427+457.3% | $4,663+668.2% |
| Participant deferral / active EE | $10,767 | $9,807+9.8% | $9,132+17.9% | $6,691+60.9% |
| Admin fee / account holder | $251 | $16,382-98.5% | $13,914-98.2% | $13,402-98.1% |