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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 | $169,271 | $112,935+49.9% | $90,970+86.1% | $158,966+6.5% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 17.04% | 215.79%-198.8pp | 134.58%-117.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $1,077 | $2,895-62.8% | $2,122-49.3% | $4,762-77.4% |
| Participant deferral / active EE | $12,562 | $4,129+204.3% | $3,373+272.4% | $5,983+110.0% |
| Admin fee / account holder | $20 | $8,045-99.8% | $5,960-99.7% | $11,250-99.8% |