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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 | $112,939 | $201,344-43.9% | $184,243-38.7% | $145,877-22.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 32.97% | 29.01%+4.0pp | 28.82%+4.1pp | 551.28%-518.3pp |
| Employer contribution / active EE | $15,401 | $7,022+119.3% | $6,427+139.6% | $4,663+230.3% |
| Participant deferral / active EE | $21,591 | $9,807+120.2% | $9,132+136.4% | $6,691+222.7% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |