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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 | $129,439 | $144,130-10.2% | $117,861+9.8% | $147,586-12.3% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 22.28% | 531.20%-508.9pp | 335.11%-312.8pp | 578.59%-556.3pp |
| Employer contribution / active EE | $15,929 | $4,897+225.3% | $3,786+320.7% | $4,876+226.7% |
| Participant deferral / active EE | $5,748 | $5,316+8.1% | $4,482+28.2% | $5,439+5.7% |
| Admin fee / account holder | $8 | $10,887-99.9% | $8,021-99.9% | $10,886-99.9% |