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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 | $217,419 | $117,829+84.5% | $102,423+112.3% | $145,877+49.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 14.09% | 31.83%-17.7pp | 29.42%-15.3pp | 551.28%-537.2pp |
| Employer contribution / active EE | $2,210 | $3,615-38.8% | $3,023-26.9% | $4,663-52.6% |
| Participant deferral / active EE | $10,121 | $5,732+76.6% | $5,054+100.2% | $6,691+51.3% |
| Admin fee / account holder | $0 | $13,335-100.0% | $9,455-100.0% | $13,402-100.0% |