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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 | $107,301 | $88,672+21.0% | $105,223+2.0% | $82,448+30.1% |
| Participation rate | 92.5% | 67.9%+24.6pp | 75.0%+17.5pp | 68.1%+24.4pp |
| Annual return | 17.96% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $11,759 | $3,048+285.8% | $3,689+218.8% | $2,551+361.0% |
| Participant deferral / active EE | $6,539 | $4,036+62.0% | $5,072+28.9% | $4,139+58.0% |
| Admin fee / account holder | $28 | $7,146-99.6% | $8,859-99.7% | $7,234-99.6% |