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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 | $138,654 | $124,346+11.5% | $111,306+24.6% | $167,553-17.2% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 16.72% | 37.46%-20.7pp | 54.67%-37.9pp | 478.89%-462.2pp |
| Employer contribution / active EE | $1,737 | $3,438-49.5% | $2,732-36.4% | $4,840-64.1% |
| Participant deferral / active EE | $3,090 | $5,182-40.4% | $4,488-31.1% | $6,343-51.3% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |