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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 | $107,194 | $61,816+73.4% | $97,260+10.2% | $80,935+32.4% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.7%+15.1pp |
| Annual return | 11.76% | -558.73%+570.5pp | 75.54%-63.8pp | 35.66%-23.9pp |
| Employer contribution / active EE | $2,838 | $1,836+54.6% | $2,721+4.3% | $2,757+3.0% |
| Participant deferral / active EE | $6,168 | $3,027+103.8% | $4,262+44.7% | $4,299+43.5% |
| Admin fee / account holder | $5 | $5,166-99.9% | $5,640-99.9% | $6,924-99.9% |