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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 | $197,857 | $110,379+79.3% | $102,412+93.2% | $145,884+35.6% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.98% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $10,262 | $4,216+143.4% | $3,870+165.2% | $4,662+120.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |