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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 | $241,344 | $133,981+80.1% | $112,249+115.0% | $134,532+79.4% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | 7.68% | 47.16%-39.5pp | 27.48%-19.8pp | 418.27%-410.6pp |
| Employer contribution / active EE | $1,445 | $4,040-64.2% | $3,636-60.3% | $4,741-69.5% |
| Participant deferral / active EE | $3,557 | $5,292-32.8% | $4,729-24.8% | $6,401-44.4% |
| Admin fee / account holder | $71 | $7,492-99.1% | $6,412-98.9% | $11,429-99.4% |