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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 | $105,914 | $136,179-22.2% | $98,755+7.2% | $167,518-36.8% |
| Participation rate | 80.0% | 70.2%+9.8pp | 65.7%+14.3pp | 82.1%-2.1pp |
| Annual return | 10.78% | 67.53%-56.8pp | 49.91%-39.1pp | 478.71%-467.9pp |
| Employer contribution / active EE | $4,567 | $2,631+73.5% | $2,067+120.9% | $4,838-5.6% |
| Participant deferral / active EE | $2,637 | $3,716-29.0% | $3,035-13.1% | $6,342-58.4% |
| Admin fee / account holder | $167 | $5,031-96.7% | $4,076-95.9% | $12,312-98.6% |