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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 | $141,225 | $99,875+41.4% | $146,866-3.8% | $86,983+62.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.46% | 28.10%-7.6pp | 102.85%-82.4pp | 25.83%-5.4pp |
| Employer contribution / active EE | $11,861 | $3,224+267.9% | $4,425+168.1% | $2,584+358.9% |
| Participant deferral / active EE | $15,599 | $6,322+146.7% | $7,759+101.0% | $4,194+272.0% |
| Admin fee / account holder | $126 | $7,838-98.4% | $13,620-99.1% | $7,856-98.4% |