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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 | $125,249 | $155,555-19.5% | $146,866-14.7% | $155,188-19.3% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 12.53% | 115.41%-102.9pp | 102.85%-90.3pp | 148.84%-136.3pp |
| Employer contribution / active EE | $4,505 | $4,647-3.0% | $4,425+1.8% | $4,248+6.1% |
| Participant deferral / active EE | $11,473 | $8,044+42.6% | $7,759+47.9% | $6,531+75.7% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |