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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 | $166,586 | $150,346+10.8% | $120,524+38.2% | $145,877+14.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 15.60% | 154.40%-138.8pp | 107.36%-91.8pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,905 | $4,353-56.2% | $3,469-45.1% | $4,663-59.2% |
| Participant deferral / active EE | $4,016 | $6,172-34.9% | $4,994-19.6% | $6,691-40.0% |
| Admin fee / account holder | $286 | $12,215-97.7% | $9,440-97.0% | $13,402-97.9% |