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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 | $178,800 | $114,119+56.7% | $107,187+66.8% | $138,895+28.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 18.23% | 273.21%-255.0pp | 204.55%-186.3pp | 145.39%-127.2pp |
| Employer contribution / active EE | $17,007 | $4,059+319.0% | $3,782+349.7% | $4,194+305.5% |
| Participant deferral / active EE | $9,971 | $5,538+80.1% | $5,096+95.7% | $6,396+55.9% |
| Admin fee / account holder | $11 | $10,024-99.9% | $9,162-99.9% | $12,562-99.9% |