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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 | $132,099-9.6% | $115,599+3.3% | $138,895-14.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.27% | 176.76%-158.5pp | 111.10%-92.8pp | 145.39%-127.1pp |
| Employer contribution / active EE | $2,716 | $3,416-20.5% | $2,955-8.1% | $4,194-35.2% |
| Participant deferral / active EE | $5,900 | $5,617+5.0% | $4,889+20.7% | $6,396-7.8% |
| Admin fee / account holder | $22 | $15,650-99.9% | $12,841-99.8% | $12,562-99.8% |