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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 | $134,874 | $209,336-35.6% | $197,124-31.6% | $137,256-1.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.99% | 48.09%-28.1pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $30,530 | $6,591+363.2% | $6,227+390.3% | $4,156+634.6% |
| Participant deferral / active EE | $11,971 | $9,614+24.5% | $9,135+31.1% | $6,407+86.8% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |