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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 | $199,604 | $152,619+30.8% | $125,195+59.4% | $152,909+30.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 35.95% | 54.85%-18.9pp | 43.79%-7.8pp | 345.46%-309.5pp |
| Employer contribution / active EE | $4,359 | $4,947-11.9% | $3,866+12.8% | $4,764-8.5% |
| Participant deferral / active EE | $9,688 | $5,869+65.1% | $4,937+96.2% | $5,851+65.6% |
| Admin fee / account holder | $109 | $13,437-99.2% | $9,704-98.9% | $11,601-99.1% |