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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 | $158,850 | $183,592-13.5% | $155,574+2.1% | $145,877+8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 25.42% | 61.37%-36.0pp | 64.87%-39.4pp | 551.28%-525.9pp |
| Employer contribution / active EE | $8,190 | $5,317+54.1% | $4,676+75.2% | $4,663+75.6% |
| Participant deferral / active EE | $3,466 | $6,466-46.4% | $5,629-38.4% | $6,691-48.2% |
| Admin fee / account holder | $56 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |