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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 | $233,157 | $107,368+117.2% | $92,915+150.9% | $152,909+52.5% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 16.73% | 145.64%-128.9pp | 109.45%-92.7pp | 345.46%-328.7pp |
| Employer contribution / active EE | $6,092 | $4,222+44.3% | $3,653+66.7% | $4,764+27.9% |
| Participant deferral / active EE | $6,308 | $4,848+30.1% | $4,238+48.8% | $5,851+7.8% |
| Admin fee / account holder | $2 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |