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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 | $125,237+95.9% | $105,608+132.3% | $145,877+68.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.39% | 225.76%-214.4pp | 116.50%-105.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $2,394 | $3,720-35.6% | $3,167-24.4% | $4,663-48.7% |
| Participant deferral / active EE | $11,498 | $5,711+101.3% | $5,010+129.5% | $6,691+71.9% |
| Admin fee / account holder | $150 | $17,287-99.1% | $11,028-98.6% | $13,402-98.9% |