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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 | $176,938 | $227,291-22.2% | $214,702-17.6% | $155,188+14.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 13.18% | 60.08%-46.9pp | 54.55%-41.4pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,565 | $6,772-76.9% | $6,461-75.8% | $4,248-63.2% |
| Participant deferral / active EE | $3,870 | $9,582-59.6% | $9,147-57.7% | $6,531-40.7% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |