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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 | $104,953 | $107,353-2.2% | $92,903+13.0% | $152,885-31.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 22.04% | 145.62%-123.6pp | 109.43%-87.4pp | 345.39%-323.3pp |
| Employer contribution / active EE | $3,471 | $4,222-17.8% | $3,653-5.0% | $4,763-27.1% |
| Participant deferral / active EE | $2,314 | $4,848-52.3% | $4,238-45.4% | $5,851-60.4% |
| Admin fee / account holder | $134 | $7,081-98.1% | $5,795-97.7% | $11,598-98.8% |