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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 | $172,168 | $157,276+9.5% | $141,177+22.0% | $152,885+12.6% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 0.00% | 64.33%-64.3pp | 71.40%-71.4pp | 345.39%-345.4pp |
| Employer contribution / active EE | $2,505 | $5,262-52.4% | $4,736-47.1% | $4,763-47.4% |
| Participant deferral / active EE | $2,478 | $7,110-65.2% | $6,710-63.1% | $5,851-57.6% |
| Admin fee / account holder | $56 | $12,123-99.5% | $10,263-99.5% | $11,598-99.5% |