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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 | $179,389 | $162,821+10.2% | $133,978+33.9% | $158,982+12.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 9.53% | 41.95%-32.4pp | 45.10%-35.6pp | 302.99%-293.5pp |
| Employer contribution / active EE | $25,059 | $4,976+403.6% | $3,919+539.4% | $4,763+426.1% |
| Participant deferral / active EE | $9,306 | $5,910+57.4% | $5,047+84.4% | $5,983+55.5% |
| Admin fee / account holder | $45 | $11,742-99.6% | $8,930-99.5% | $11,252-99.6% |