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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 | $195,311 | $211,288-7.6% | $178,540+9.4% | $145,884+33.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 25.56% | 30.27%-4.7pp | 27.15%-1.6pp | 551.85%-526.3pp |
| Employer contribution / active EE | $5,732 | $4,574+25.3% | $3,953+45.0% | $4,662+22.9% |
| Participant deferral / active EE | $12,149 | $6,967+74.4% | $6,281+93.4% | $6,690+81.6% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |