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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 | $65,474 | $127,387-48.6% | $115,038-43.1% | $125,389-47.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -0.09% | 31.28%-31.4pp | 26.14%-26.2pp | 282.24%-282.3pp |
| Employer contribution / active EE | $9,857 | $5,166+90.8% | $4,608+113.9% | $4,866+102.6% |
| Participant deferral / active EE | $6,460 | $6,423+0.6% | $6,026+7.2% | $5,352+20.7% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |