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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 | $147,520 | $183,592-19.6% | $155,574-5.2% | $145,877+1.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.44% | 61.37%-44.9pp | 64.87%-48.4pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,478 | $5,317-53.4% | $4,676-47.0% | $4,663-46.9% |
| Participant deferral / active EE | $7,065 | $6,466+9.3% | $5,629+25.5% | $6,691+5.6% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |