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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 | $150,865 | $202,440-25.5% | $169,390-10.9% | $139,466+8.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.60% | 532.36%-511.8pp | 406.07%-385.5pp | 373.66%-353.1pp |
| Employer contribution / active EE | $15,345 | $4,693+227.0% | $4,013+282.4% | $4,754+222.8% |
| Participant deferral / active EE | $14,248 | $6,940+105.3% | $6,222+129.0% | $6,712+112.3% |
| Admin fee / account holder | $26 | $10,722-99.8% | $9,015-99.7% | $11,409-99.8% |