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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 | $125,836 | $175,231-28.2% | $149,696-15.9% | $139,466-9.8% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 18.66% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $1,648 | $5,478-69.9% | $4,821-65.8% | $4,754-65.3% |
| Participant deferral / active EE | $4,475 | $6,521-31.4% | $5,682-21.2% | $6,712-33.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |