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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 | $152,740 | $102,429+49.1% | $147,096+3.8% | $80,925+88.7% |
| Participation rate | 86.7% | 75.9%+10.8pp | 82.2%+4.5pp | 67.7%+19.0pp |
| Annual return | 17.07% | 135.02%-117.9pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $2,696 | $3,716-27.4% | $4,936-45.4% | $2,756-2.2% |
| Participant deferral / active EE | $12,407 | $6,649+86.6% | $8,071+53.7% | $4,299+188.6% |
| Admin fee / account holder | $252 | $7,957-96.8% | $13,005-98.1% | $6,940-96.4% |