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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 | $100,203 | $176,402-43.2% | $134,162-25.3% | $158,966-37.0% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 25.09% | 63.66%-38.6pp | 36.35%-11.3pp | 302.95%-277.9pp |
| Employer contribution / active EE | $8,764 | $5,042+73.8% | $3,705+136.6% | $4,762+84.0% |
| Participant deferral / active EE | $5,945 | $4,093+45.3% | $3,500+69.9% | $5,983-0.6% |
| Admin fee / account holder | $196 | $8,719-97.8% | $6,685-97.1% | $11,250-98.3% |