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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 | $189,877 | $115,810+64.0% | $101,271+87.5% | $158,966+19.4% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 14.91% | 56.15%-41.2pp | 46.48%-31.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $10,859 | $4,175+160.1% | $3,660+196.7% | $4,762+128.0% |
| Participant deferral / active EE | $9,319 | $4,958+87.9% | $4,371+113.2% | $5,983+55.8% |
| Admin fee / account holder | $66 | $7,248-99.1% | $5,948-98.9% | $11,250-99.4% |