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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 | $141,312 | $124,351+13.6% | $109,188+29.4% | $167,553-15.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.87% | 26.04%-11.2pp | 25.76%-10.9pp | 478.89%-464.0pp |
| Employer contribution / active EE | $34,538 | $4,210+720.5% | $3,723+827.7% | $4,840+613.7% |
| Participant deferral / active EE | $10,016 | $5,257+90.5% | $4,654+115.2% | $6,343+57.9% |
| Admin fee / account holder | $20 | $7,975-99.7% | $6,755-99.7% | $12,316-99.8% |