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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 | $131,198 | $111,535+17.6% | $105,223+24.7% | $137,256-4.4% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 16.18% | 237.85%-221.7pp | 180.65%-164.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,536 | $3,939-35.6% | $3,689-31.2% | $4,156-39.0% |
| Participant deferral / active EE | $4,693 | $5,500-14.7% | $5,072-7.5% | $6,407-26.7% |
| Admin fee / account holder | $137 | $9,721-98.6% | $8,859-98.5% | $12,270-98.9% |