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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 | $92,360 | $165,381-44.2% | $149,730-38.3% | $158,966-41.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 29.99% | 348.29%-318.3pp | 276.70%-246.7pp | 302.95%-273.0pp |
| Employer contribution / active EE | $2,404 | $5,104-52.9% | $4,645-48.2% | $4,762-49.5% |
| Participant deferral / active EE | $7,231 | $7,182+0.7% | $6,843+5.7% | $5,983+20.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |