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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 | $122,005 | $172,111-29.1% | $150,298-18.8% | $137,256-11.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.46% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,217 | $4,636-9.0% | $4,154+1.5% | $4,156+1.5% |
| Participant deferral / active EE | $4,527 | $6,166-26.6% | $5,453-17.0% | $6,407-29.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |