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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 | $124,541 | $183,627-32.2% | $155,602-20.0% | $145,978-14.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.12% | 61.32%-32.2pp | 64.81%-35.7pp | 550.52%-521.4pp |
| Employer contribution / active EE | $2,338 | $5,316-56.0% | $4,675-50.0% | $4,662-49.8% |
| Participant deferral / active EE | $30,500 | $6,466+371.7% | $5,629+441.9% | $6,690+355.9% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |