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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 | $83,989 | $157,296-46.6% | $141,191-40.5% | $152,897-45.1% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.5%-8.5pp |
| Annual return | 24.33% | 64.34%-40.0pp | 71.41%-47.1pp | 345.43%-321.1pp |
| Employer contribution / active EE | $4,003 | $5,262-23.9% | $4,736-15.5% | $4,764-16.0% |
| Participant deferral / active EE | $6,844 | $7,111-3.7% | $6,710+2.0% | $5,851+17.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |