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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 | $170,086 | $142,392+19.4% | $119,622+42.2% | $134,532+26.4% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | 14.73% | -12.46%+27.2pp | -14.98%+29.7pp | 418.27%-403.5pp |
| Employer contribution / active EE | $2,494 | $5,224-52.3% | $4,232-41.1% | $4,741-47.4% |
| Participant deferral / active EE | $8,333 | $6,467+28.9% | $5,601+48.8% | $6,401+30.2% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |