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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 | $192,142 | $118,877+61.6% | $96,570+99.0% | $167,536+14.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.50% | 50.50%-33.0pp | 37.79%-20.3pp | 478.82%-461.3pp |
| Employer contribution / active EE | $2,527 | $3,121-19.0% | $2,357+7.2% | $4,839-47.8% |
| Participant deferral / active EE | $9,613 | $4,617+108.2% | $3,849+149.7% | $6,342+51.6% |
| Admin fee / account holder | $40 | $8,069-99.5% | $6,182-99.4% | $12,315-99.7% |