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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 | $145,771 | $183,592-20.6% | $155,574-6.3% | $145,877-0.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.62% | 61.37%-47.8pp | 64.87%-51.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $18,676 | $5,317+251.3% | $4,676+299.4% | $4,663+300.5% |
| Participant deferral / active EE | $15,333 | $6,466+137.1% | $5,629+172.4% | $6,691+129.2% |
| Admin fee / account holder | $74 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |