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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 | $116,710 | $117,444-0.6% | $99,479+17.3% | $152,909-23.7% |
| Participation rate | 83.3% | 77.5%+5.8pp | 73.8%+9.5pp | 82.5%+0.9pp |
| Annual return | 13.56% | 31.87%-18.3pp | 30.72%-17.2pp | 345.46%-331.9pp |
| Employer contribution / active EE | $9,176 | $3,014+204.5% | $2,540+261.2% | $4,764+92.6% |
| Participant deferral / active EE | $7,806 | $4,086+91.0% | $3,619+115.7% | $5,851+33.4% |
| Admin fee / account holder | $266 | $7,635-96.5% | $6,253-95.7% | $11,601-97.7% |