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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 | $208,896 | $115,814+80.4% | $101,275+106.3% | $158,982+31.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.06% | 56.16%-45.1pp | 46.48%-35.4pp | 302.99%-291.9pp |
| Employer contribution / active EE | $5,453 | $4,176+30.6% | $3,660+49.0% | $4,763+14.5% |
| Participant deferral / active EE | $8,059 | $4,958+62.5% | $4,371+84.4% | $5,983+34.7% |
| Admin fee / account holder | $256 | $7,249-96.5% | $5,948-95.7% | $11,252-97.7% |