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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 | $245,280 | $125,190+95.9% | $105,624+132.2% | $145,897+68.1% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.39% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $2,394 | $3,720-35.6% | $3,168-24.4% | $4,663-48.7% |
| Participant deferral / active EE | $11,498 | $5,716+101.2% | $5,013+129.4% | $6,689+71.9% |
| Admin fee / account holder | $150 | $17,138-99.1% | $10,961-98.6% | $13,390-98.9% |