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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 | $101,506 | $93,346+8.7% | $71,796+41.4% | $273,972-63.0% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 8.24% | 130.39%-122.2pp | 78.04%-69.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,100 | $2,733-59.8% | $1,924-42.8% | $4,869-77.4% |
| Participant deferral / active EE | $9,556 | $3,475+175.0% | $2,794+242.0% | $5,287+80.7% |
| Admin fee / account holder | $132 | $6,571-98.0% | $4,815-97.3% | $10,133-98.7% |