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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 | $187,625 | $116,203+61.5% | $93,621+100.4% | $152,909+22.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 9.74% | 35.96%-26.2pp | 32.76%-23.0pp | 345.46%-335.7pp |
| Employer contribution / active EE | $2,268 | $3,219-29.6% | $2,719-16.6% | $4,764-52.4% |
| Participant deferral / active EE | $3,820 | $4,605-17.0% | $4,070-6.1% | $5,851-34.7% |
| Admin fee / account holder | $11 | $10,751-99.9% | $7,890-99.9% | $11,601-99.9% |