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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 | $135,404 | $165,361-18.1% | $149,715-9.6% | $158,950-14.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.34% | 348.24%-324.9pp | 276.66%-253.3pp | 302.91%-279.6pp |
| Employer contribution / active EE | $3,433 | $5,103-32.7% | $4,645-26.1% | $4,762-27.9% |
| Participant deferral / active EE | $5,518 | $7,182-23.2% | $6,842-19.4% | $5,983-7.8% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |