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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 | $167,004 | $110,410+51.3% | $102,437+63.0% | $145,897+14.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 24.85%-7.4pp | 24.95%-7.5pp | 552.29%-534.8pp |
| Employer contribution / active EE | $12,091 | $4,217+186.7% | $3,871+212.4% | $4,663+159.3% |
| Participant deferral / active EE | $4,294 | $5,622-23.6% | $5,060-15.1% | $6,689-35.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |