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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 | $127,530 | $201,344-36.7% | $184,243-30.8% | $145,877-12.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.00% | 29.01%-15.0pp | 28.82%-14.8pp | 551.28%-537.3pp |
| Employer contribution / active EE | $12,382 | $7,022+76.3% | $6,427+92.7% | $4,663+165.5% |
| Participant deferral / active EE | $17,528 | $9,807+78.7% | $9,132+91.9% | $6,691+162.0% |
| Admin fee / account holder | $234 | $16,382-98.6% | $13,914-98.3% | $13,402-98.3% |