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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 | $101,067 | $157,296-35.7% | $141,191-28.4% | $152,897-33.9% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 23.43% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,631 | $5,262-69.0% | $4,736-65.6% | $4,764-65.8% |
| Participant deferral / active EE | $6,252 | $7,111-12.1% | $6,710-6.8% | $5,851+6.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |