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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 | $165,914 | $157,829+5.1% | $136,867+21.2% | $198,609-16.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 9.76% | 51.25%-41.5pp | 42.97%-33.2pp | 202.70%-192.9pp |
| Employer contribution / active EE | $1,786 | $3,923-54.5% | $3,547-49.6% | $5,055-64.7% |
| Participant deferral / active EE | $2,549 | $5,463-53.3% | $4,924-48.2% | $6,977-63.5% |
| Admin fee / account holder | $0 | $11,107-100.0% | $10,340-100.0% | $19,030-100.0% |