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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 | $135,684 | $172,111-21.2% | $150,298-9.7% | $137,256-1.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 21.61% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,369 | $4,636-70.5% | $4,154-67.0% | $4,156-67.1% |
| Participant deferral / active EE | $8,202 | $6,166+33.0% | $5,453+50.4% | $6,407+28.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |