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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 | $32,203 | $156,398-79.4% | $147,318-78.1% | $138,895-76.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.11% | 78.75%-54.6pp | 70.43%-46.3pp | 145.39%-121.3pp |
| Employer contribution / active EE | $2,218 | $4,853-54.3% | $4,593-51.7% | $4,194-47.1% |
| Participant deferral / active EE | $7,972 | $8,237-3.2% | $7,906+0.8% | $6,396+24.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |