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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 | $137,219 | $110,278+24.4% | $95,740+43.3% | $139,466-1.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.31% | 27.19%-15.9pp | 28.41%-17.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $25,300 | $3,260+676.0% | $2,836+792.1% | $4,754+432.2% |
| Participant deferral / active EE | $16,667 | $4,674+256.5% | $4,244+292.7% | $6,712+148.3% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,676-100.0% | $11,409-100.0% |