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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 | $137,353 | $103,000+33.4% | $90,300+52.1% | $152,885-10.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 28.02% | 95.19%-67.2pp | 78.11%-50.1pp | 345.39%-317.4pp |
| Employer contribution / active EE | $5,858 | $3,138+86.7% | $2,854+105.2% | $4,763+23.0% |
| Participant deferral / active EE | $1,504 | $4,281-64.9% | $3,884-61.3% | $5,851-74.3% |
| Admin fee / account holder | $84 | $6,173-98.6% | $5,353-98.4% | $11,598-99.3% |