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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 | $120,576 | $202,460-40.4% | $169,385-28.8% | $139,456-13.5% |
| Participation rate | 83.3% | 81.1%+2.2pp | 77.2%+6.2pp | 80.3%+3.0pp |
| Annual return | 17.42% | 532.07%-514.6pp | 405.82%-388.4pp | 373.45%-356.0pp |
| Employer contribution / active EE | $3,449 | $4,691-26.5% | $4,012-14.0% | $4,753-27.4% |
| Participant deferral / active EE | $13,715 | $6,938+97.7% | $6,221+120.5% | $6,711+104.4% |
| Admin fee / account holder | $0 | $10,719-100.0% | $9,011-100.0% | $11,407-100.0% |