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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 | $166,242-32.7% | $165,071-32.2% | $145,884-23.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 17.67% | 100.44%-82.8pp | 70.17%-52.5pp | 551.85%-534.2pp |
| Employer contribution / active EE | $3,989 | $5,283-24.5% | $4,347-8.3% | $4,662-14.4% |
| Participant deferral / active EE | $11,633 | $6,964+67.0% | $6,035+92.8% | $6,690+73.9% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |