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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 | $67,525 | $127,387-47.0% | $115,038-41.3% | $125,389-46.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.05% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $7,421 | $5,166+43.6% | $4,608+61.0% | $4,866+52.5% |
| Participant deferral / active EE | $7,421 | $6,423+15.5% | $6,026+23.1% | $5,352+38.7% |
| Admin fee / account holder | $14 | $9,516-99.9% | $8,175-99.8% | $9,541-99.9% |