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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 | $120,978 | $208,088-41.9% | $186,193-35.0% | $154,746-21.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 20.95% | 89.97%-69.0pp | 78.03%-57.1pp | 172.34%-151.4pp |
| Employer contribution / active EE | $4,720 | $4,340+8.8% | $3,918+20.5% | $4,379+7.8% |
| Participant deferral / active EE | $15,996 | $7,078+126.0% | $6,513+145.6% | $6,730+137.7% |
| Admin fee / account holder | $198 | $11,698-98.3% | $11,058-98.2% | $14,365-98.6% |