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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 | $142,154 | $112,729+26.1% | $98,716+44.0% | $137,256+3.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 15.97% | 38.48%-22.5pp | 31.81%-15.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $9,291 | $2,725+240.9% | $2,279+307.8% | $4,156+123.6% |
| Participant deferral / active EE | $16,492 | $4,640+255.4% | $4,048+307.4% | $6,407+157.4% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |