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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 | $132,156 | $114,119+15.8% | $107,187+23.3% | $138,895-4.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 12.01% | 273.21%-261.2pp | 204.55%-192.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $1,894 | $4,059-53.3% | $3,782-49.9% | $4,194-54.8% |
| Participant deferral / active EE | $4,700 | $5,538-15.1% | $5,096-7.8% | $6,396-26.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |