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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 | $247,525 | $106,918+131.5% | $84,021+194.6% | $152,897+61.9% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.5%+3.3pp |
| Annual return | 22.26% | 105.01%-82.7pp | 71.32%-49.1pp | 345.43%-323.2pp |
| Employer contribution / active EE | $1,611 | $2,735-41.1% | $1,984-18.8% | $4,764-66.2% |
| Participant deferral / active EE | $8,517 | $4,012+112.3% | $3,239+163.0% | $5,851+45.6% |
| Admin fee / account holder | $279 | $8,288-96.6% | $6,102-95.4% | $11,599-97.6% |