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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 | $190,537 | $201,344-5.4% | $184,243+3.4% | $145,877+30.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 18.74% | 29.01%-10.3pp | 28.82%-10.1pp | 551.28%-532.5pp |
| Employer contribution / active EE | $5,094 | $7,022-27.5% | $6,427-20.7% | $4,663+9.2% |
| Participant deferral / active EE | $7,866 | $9,807-19.8% | $9,132-13.9% | $6,691+17.6% |
| Admin fee / account holder | $20 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |