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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 | $149,408 | $174,379-14.3% | $152,093-1.8% | $138,895+7.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.81% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $8,712 | $4,652+87.3% | $4,175+108.7% | $4,194+107.7% |
| Participant deferral / active EE | $8,492 | $6,159+37.9% | $5,451+55.8% | $6,396+32.8% |
| Admin fee / account holder | $166 | $16,880-99.0% | $14,497-98.9% | $12,562-98.7% |