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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 | $235,182 | $183,516+28.2% | $155,534+51.2% | $145,884+61.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 19.84% | 61.43%-41.6pp | 64.92%-45.1pp | 551.85%-532.0pp |
| Employer contribution / active EE | $2,234 | $5,315-58.0% | $4,675-52.2% | $4,662-52.1% |
| Participant deferral / active EE | $4,495 | $6,467-30.5% | $5,630-20.2% | $6,690-32.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |