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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 | $222,962 | $90,486+146.4% | $78,676+183.4% | $273,972-18.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.49% | 75.62%-69.1pp | 62.19%-55.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,440 | $3,175+8.3% | $2,850+20.7% | $4,869-29.4% |
| Participant deferral / active EE | $15,313 | $3,901+292.5% | $3,517+335.4% | $5,287+189.6% |
| Admin fee / account holder | $17 | $5,263-99.7% | $4,510-99.6% | $10,133-99.8% |