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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 | $198,029 | $289,211-31.5% | $260,467-24.0% | $198,609-0.3% |
| Participation rate | 90.0% | 83.1%+6.9pp | 80.5%+9.5pp | 82.4%+7.6pp |
| Annual return | 20.01% | 112.90%-92.9pp | 100.60%-80.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $9,783 | $4,663+109.8% | $4,239+130.8% | $5,055+93.5% |
| Participant deferral / active EE | $9,550 | $6,812+40.2% | $6,319+51.1% | $6,977+36.9% |
| Admin fee / account holder | $42 | $16,236-99.7% | $15,461-99.7% | $19,030-99.8% |