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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 | $242,948 | $100,073+142.8% | $85,126+185.4% | $145,877+66.5% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 14.42% | 84.11%-69.7pp | 66.63%-52.2pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,632 | $3,236-49.6% | $2,731-40.2% | $4,663-65.0% |
| Participant deferral / active EE | $6,164 | $5,294+16.4% | $4,523+36.3% | $6,691-7.9% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |