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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 | $158,633 | $209,336-24.2% | $197,124-19.5% | $137,256+15.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.90% | 48.09%-23.2pp | 44.34%-19.4pp | 220.34%-195.4pp |
| Employer contribution / active EE | $27,068 | $6,591+310.7% | $6,227+334.6% | $4,156+551.3% |
| Participant deferral / active EE | $17,375 | $9,614+80.7% | $9,135+90.2% | $6,407+171.2% |
| Admin fee / account holder | $252 | $17,308-98.5% | $16,298-98.5% | $12,270-97.9% |