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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 | $127,625 | $176,120-27.5% | $159,487-20.0% | $167,553-23.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.33% | 331.95%-318.6pp | 263.71%-250.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $3,341 | $5,299-37.0% | $4,831-30.8% | $4,840-31.0% |
| Participant deferral / active EE | $10,846 | $7,752+39.9% | $7,354+47.5% | $6,343+71.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |