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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 | $125,184+95.9% | $105,607+132.3% | $145,884+68.1% |
| Participation rate | 87.5% | 77.6%+9.9pp | 75.3%+12.2pp | 80.3%+7.2pp |
| Annual return | 11.39% | 225.00%-213.6pp | 116.11%-104.7pp | 551.85%-540.5pp |
| Employer contribution / active EE | $2,394 | $3,720-35.6% | $3,167-24.4% | $4,662-48.6% |
| Participant deferral / active EE | $11,498 | $5,714+101.2% | $5,011+129.4% | $6,690+71.9% |
| Admin fee / account holder | $150 | $17,133-99.1% | $10,958-98.6% | $13,392-98.9% |