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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 | $159,650 | $172,111-7.2% | $150,298+6.2% | $137,256+16.3% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 16.98% | 69.37%-52.4pp | 62.79%-45.8pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,405 | $4,636-69.7% | $4,154-66.2% | $4,156-66.2% |
| Participant deferral / active EE | $5,059 | $6,166-18.0% | $5,453-7.2% | $6,407-21.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |