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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 | $142,265 | $124,351+14.4% | $109,188+30.3% | $167,553-15.1% |
| Participation rate | 95.7% | 79.4%+16.2pp | 75.9%+19.8pp | 82.1%+13.5pp |
| Annual return | 39.83% | 26.04%+13.8pp | 25.76%+14.1pp | 478.89%-439.1pp |
| Employer contribution / active EE | $10,078 | $4,210+139.4% | $3,723+170.7% | $4,840+108.2% |
| Participant deferral / active EE | $6,131 | $5,257+16.6% | $4,654+31.7% | $6,343-3.3% |
| Admin fee / account holder | $135 | $7,975-98.3% | $6,755-98.0% | $12,316-98.9% |