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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 | $111,870 | $166,131-32.7% | $164,975-32.2% | $145,877-23.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.67% | 100.37%-82.7pp | 70.12%-52.4pp | 551.28%-533.6pp |
| Employer contribution / active EE | $3,989 | $5,276-24.4% | $4,343-8.2% | $4,663-14.5% |
| Participant deferral / active EE | $11,633 | $6,962+67.1% | $6,033+92.8% | $6,691+73.9% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |