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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 | $87,408 | $112,131-22.0% | $95,964-8.9% | $158,982-45.0% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 11.79% | 171.19%-159.4pp | 91.64%-79.8pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,842 | $3,199-11.2% | $2,541+11.8% | $4,763-40.3% |
| Participant deferral / active EE | $5,225 | $4,784+9.2% | $4,167+25.4% | $5,983-12.7% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |