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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 | $224,590 | $166,089+35.2% | $164,928+36.2% | $145,978+53.9% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 18.40% | 100.26%-81.9pp | 70.08%-51.7pp | 550.52%-532.1pp |
| Employer contribution / active EE | $1,908 | $5,276-63.8% | $4,343-56.1% | $4,662-59.1% |
| Participant deferral / active EE | $3,426 | $6,961-50.8% | $6,034-43.2% | $6,690-48.8% |
| Admin fee / account holder | $0 | $16,641-100.0% | $12,684-100.0% | $13,400-100.0% |