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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 | $118,037 | $168,635-30.0% | $147,617-20.0% | $125,389-5.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.99% | 77.65%-76.7pp | 61.98%-61.0pp | 282.24%-281.2pp |
| Employer contribution / active EE | $2,714 | $6,252-56.6% | $5,564-51.2% | $4,866-44.2% |
| Participant deferral / active EE | $7,920 | $5,507+43.8% | $4,895+61.8% | $5,352+48.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |