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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 | $121,671 | $183,516-33.7% | $155,534-21.8% | $145,884-16.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 9.63% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,458 | $5,315-53.8% | $4,675-47.4% | $4,662-47.3% |
| Participant deferral / active EE | $2,692 | $6,467-58.4% | $5,630-52.2% | $6,690-59.8% |
| Admin fee / account holder | $119 | $19,293-99.4% | $15,900-99.2% | $13,392-99.1% |