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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 | $119,439 | $132,634-9.9% | $115,768+3.2% | $137,256-13.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.27% | 160.70%-142.4pp | 100.46%-82.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,716 | $3,360-19.1% | $2,940-7.6% | $4,156-34.6% |
| Participant deferral / active EE | $5,900 | $5,619+5.0% | $4,917+20.0% | $6,407-7.9% |
| Admin fee / account holder | $22 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |