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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 | $143,221 | $69,274+106.7% | $64,097+123.4% | $139,487+2.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.66% | 46.00%-28.3pp | 33.75%-16.1pp | 373.84%-356.2pp |
| Employer contribution / active EE | $12,796 | $3,187+301.5% | $2,750+365.3% | $4,755+169.1% |
| Participant deferral / active EE | $10,875 | $4,685+132.1% | $3,881+180.2% | $6,713+62.0% |
| Admin fee / account holder | $5 | $4,247-99.9% | $3,070-99.8% | $11,407-100.0% |