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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 | $141,620 | $101,618+39.4% | $93,063+52.2% | $137,256+3.2% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 20.39% | 223.95%-203.6pp | 34.15%-13.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,864 | $2,707-31.1% | $2,476-24.7% | $4,156-55.1% |
| Participant deferral / active EE | $2,934 | $4,279-31.4% | $3,958-25.9% | $6,407-54.2% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |