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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 | $148,747 | $72,071+106.4% | $68,368+117.6% | $137,256+8.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 15.44% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,408 | $2,788-49.5% | $2,649-46.9% | $4,156-66.1% |
| Participant deferral / active EE | $3,181 | $4,410-27.9% | $4,123-22.9% | $6,407-50.4% |
| Admin fee / account holder | $131 | $5,336-97.5% | $5,150-97.5% | $12,270-98.9% |