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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 | $78,069 | $127,387-38.7% | $115,038-32.1% | $125,389-37.7% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -2.38% | 31.28%-33.7pp | 26.14%-28.5pp | 282.24%-284.6pp |
| Employer contribution / active EE | $14,665 | $5,166+183.9% | $4,608+218.3% | $4,866+201.4% |
| Participant deferral / active EE | $7,402 | $6,423+15.2% | $6,026+22.8% | $5,352+38.3% |
| Admin fee / account holder | $79 | $9,516-99.2% | $8,175-99.0% | $9,541-99.2% |