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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 | $134,126 | $208,088-35.5% | $186,193-28.0% | $154,746-13.3% |
| Participation rate | 73.7% | 80.0%-6.3pp | 77.1%-3.4pp | 80.7%-7.0pp |
| Annual return | 18.42% | 89.97%-71.5pp | 78.03%-59.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $3,979 | $4,340-8.3% | $3,918+1.5% | $4,379-9.1% |
| Participant deferral / active EE | $7,205 | $7,078+1.8% | $6,513+10.6% | $6,730+7.1% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |