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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 | $209,922 | $167,353+25.4% | $143,797+46.0% | $134,545+56.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.69% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $5,365 | $5,620-4.5% | $4,952+8.3% | $4,742+13.1% |
| Participant deferral / active EE | $13,228 | $6,447+105.2% | $5,638+134.6% | $6,401+106.6% |
| Admin fee / account holder | $115 | $18,096-99.4% | $14,679-99.2% | $11,431-99.0% |