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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 | $211,818 | $112,121+88.9% | $95,960+120.7% | $158,966+33.2% |
| Participation rate | 94.1% | 79.0%+15.1pp | 77.1%+17.0pp | 82.0%+12.2pp |
| Annual return | 18.87% | 171.16%-152.3pp | 91.63%-72.8pp | 302.95%-284.1pp |
| Employer contribution / active EE | $3,707 | $3,199+15.9% | $2,541+45.9% | $4,762-22.2% |
| Participant deferral / active EE | $10,435 | $4,784+118.1% | $4,167+150.4% | $5,983+74.4% |
| Admin fee / account holder | $61 | $10,135-99.4% | $6,797-99.1% | $11,250-99.5% |