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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 | $88,927 | $100,139-11.2% | $85,187+4.4% | $145,884-39.0% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 10.14% | 84.15%-74.0pp | 66.67%-56.5pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,602 | $3,238-19.6% | $2,732-4.8% | $4,662-44.2% |
| Participant deferral / active EE | $7,856 | $5,296+48.4% | $4,525+73.6% | $6,690+17.4% |
| Admin fee / account holder | $96 | $7,262-98.7% | $6,162-98.4% | $13,392-99.3% |