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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 | $119,947 | $155,555-22.9% | $146,866-18.3% | $155,188-22.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.26% | 115.41%-99.2pp | 102.85%-86.6pp | 148.84%-132.6pp |
| Employer contribution / active EE | $2,451 | $4,647-47.3% | $4,425-44.6% | $4,248-42.3% |
| Participant deferral / active EE | $8,434 | $8,044+4.8% | $7,759+8.7% | $6,531+29.1% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |