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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 | $127,032 | $90,486+40.4% | $78,676+61.5% | $273,972-53.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.19% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.3pp |
| Employer contribution / active EE | $4,182 | $3,175+31.7% | $2,850+46.8% | $4,869-14.1% |
| Participant deferral / active EE | $5,168 | $3,901+32.5% | $3,517+47.0% | $5,287-2.3% |
| Admin fee / account holder | $31 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |