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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 | $123,002 | $168,635-27.1% | $147,617-16.7% | $125,389-1.9% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | 0.34% | 77.65%-77.3pp | 61.98%-61.6pp | 282.24%-281.9pp |
| Employer contribution / active EE | $3,343 | $6,252-46.5% | $5,564-39.9% | $4,866-31.3% |
| Participant deferral / active EE | $6,775 | $5,507+23.0% | $4,895+38.4% | $5,352+26.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |