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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 | $142,801 | $223,823-36.2% | $211,142-32.4% | $154,746-7.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 41.40% | 50.39%-9.0pp | 46.84%-5.4pp | 172.34%-130.9pp |
| Employer contribution / active EE | $13,230 | $6,787+94.9% | $6,442+105.4% | $4,379+202.1% |
| Participant deferral / active EE | $17,786 | $9,750+82.4% | $9,284+91.6% | $6,730+164.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |