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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 | $248,881 | $115,796+114.9% | $101,264+145.8% | $158,950+56.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.43% | 56.15%-34.7pp | 46.48%-25.1pp | 302.91%-281.5pp |
| Employer contribution / active EE | $4,725 | $4,175+13.2% | $3,660+29.1% | $4,762-0.8% |
| Participant deferral / active EE | $12,249 | $4,958+147.1% | $4,370+180.3% | $5,983+104.7% |
| Admin fee / account holder | $166 | $7,247-97.7% | $5,947-97.2% | $11,248-98.5% |