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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 | $247,941 | $172,111+44.1% | $150,298+65.0% | $137,256+80.6% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 17.91% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $1,800 | $4,636-61.2% | $4,154-56.7% | $4,156-56.7% |
| Participant deferral / active EE | $4,691 | $6,166-23.9% | $5,453-14.0% | $6,407-26.8% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |