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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 | $126,916 | $183,539-30.9% | $155,556-18.4% | $145,897-13.0% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.84% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.5pp |
| Employer contribution / active EE | $6,684 | $5,315+25.7% | $4,675+42.9% | $4,663+43.3% |
| Participant deferral / active EE | $4,690 | $6,467-27.5% | $5,631-16.7% | $6,689-29.9% |
| Admin fee / account holder | $96 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |