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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 | $171,446 | $157,276+9.0% | $141,177+21.4% | $152,885+12.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.26% | 64.33%-40.1pp | 71.40%-47.1pp | 345.39%-321.1pp |
| Employer contribution / active EE | $4,020 | $5,262-23.6% | $4,736-15.1% | $4,763-15.6% |
| Participant deferral / active EE | $10,716 | $7,110+50.7% | $6,710+59.7% | $5,851+83.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |