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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 | $218,165 | $225,673-3.3% | $203,872+7.0% | $155,188+40.6% |
| Participation rate | 87.5% | 80.3%+7.2pp | 77.8%+9.7pp | 80.8%+6.7pp |
| Annual return | 13.64% | 95.91%-82.3pp | 85.11%-71.5pp | 148.84%-135.2pp |
| Employer contribution / active EE | $3,135 | $4,099-23.5% | $3,757-16.6% | $4,248-26.2% |
| Participant deferral / active EE | $10,876 | $6,893+57.8% | $6,388+70.3% | $6,531+66.5% |
| Admin fee / account holder | $38 | $12,327-99.7% | $11,730-99.7% | $14,480-99.7% |