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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 | $182,418 | $85,171+114.2% | $172,752+5.6% | $72,975+150.0% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.6%+13.6pp | 69.5%+26.8pp |
| Annual return | 20.93% | 27.32%-6.4pp | 802.97%-782.0pp | 81.01%-60.1pp |
| Employer contribution / active EE | $7,134 | $3,324+114.6% | $5,144+38.7% | $2,440+192.4% |
| Participant deferral / active EE | $5,562 | $3,260+70.6% | $5,198+7.0% | $3,608+54.2% |
| Admin fee / account holder | $76 | $5,880-98.7% | $13,955-99.5% | $5,124-98.5% |