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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 | $193,802 | $148,623+30.4% | $135,974+42.5% | $139,466+39.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 79.30%-57.5pp | 68.30%-46.6pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,753 | $5,246-66.6% | $4,859-63.9% | $4,754-63.1% |
| Participant deferral / active EE | $12,782 | $8,103+57.7% | $7,760+64.7% | $6,712+90.4% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |