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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 | $134,045 | $183,516-27.0% | $155,534-13.8% | $145,884-8.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.75% | 61.43%-38.7pp | 64.92%-42.2pp | 551.85%-529.1pp |
| Employer contribution / active EE | $3,417 | $5,315-35.7% | $4,675-26.9% | $4,662-26.7% |
| Participant deferral / active EE | $7,095 | $6,467+9.7% | $5,630+26.0% | $6,690+6.1% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |