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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 | $102,556 | $70,366+45.7% | $66,674+53.8% | $138,895-26.2% |
| Participation rate | 73.3% | 76.2%-2.8pp | 73.7%-0.3pp | 79.9%-6.6pp |
| Annual return | 19.37% | 386.41%-367.0pp | 321.24%-301.9pp | 145.39%-126.0pp |
| Employer contribution / active EE | $1,461 | $2,765-47.2% | $2,620-44.2% | $4,194-65.2% |
| Participant deferral / active EE | $8,466 | $4,374+93.6% | $4,084+107.3% | $6,396+32.4% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |