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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 | $113,500 | $101,063+12.3% | $81,473+39.3% | $147,586-23.1% |
| Participation rate | 87.5% | 74.5%+13.0pp | 68.0%+19.5pp | 82.8%+4.7pp |
| Annual return | 20.81% | 32.41%-11.6pp | 38.78%-18.0pp | 578.59%-557.8pp |
| Employer contribution / active EE | $12,597 | $3,206+293.0% | $2,568+390.6% | $4,876+158.3% |
| Participant deferral / active EE | $9,085 | $4,242+114.1% | $3,537+156.9% | $5,439+67.0% |
| Admin fee / account holder | $84 | $5,812-98.6% | $4,561-98.2% | $10,886-99.2% |