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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 | $190,708 | $116,203+64.1% | $93,621+103.7% | $152,909+24.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.80% | 35.96%-11.2pp | 32.76%-8.0pp | 345.46%-320.7pp |
| Employer contribution / active EE | $14,092 | $3,219+337.8% | $2,719+418.3% | $4,764+195.8% |
| Participant deferral / active EE | $10,955 | $4,605+137.9% | $4,070+169.2% | $5,851+87.2% |
| Admin fee / account holder | $20 | $10,751-99.8% | $7,890-99.7% | $11,601-99.8% |