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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 | $122,012 | $124,346-1.9% | $111,306+9.6% | $167,553-27.2% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 14.39% | 37.46%-23.1pp | 54.67%-40.3pp | 478.89%-464.5pp |
| Employer contribution / active EE | $4,466 | $3,438+29.9% | $2,732+63.5% | $4,840-7.7% |
| Participant deferral / active EE | $4,216 | $5,182-18.6% | $4,488-6.0% | $6,343-33.5% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |