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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 | $201,739 | $100,970+99.8% | $96,576+108.9% | $137,256+47.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.27% | 38.16%-12.9pp | 38.47%-13.2pp | 220.34%-195.1pp |
| Employer contribution / active EE | $10,500 | $3,809+175.7% | $3,553+195.5% | $4,156+152.6% |
| Participant deferral / active EE | $23,000 | $8,286+177.6% | $7,956+189.1% | $6,407+259.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |