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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 | $109,397 | $112,131-2.4% | $95,964+14.0% | $158,982-31.2% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 14.89% | 171.19%-156.3pp | 91.64%-76.8pp | 302.99%-288.1pp |
| Employer contribution / active EE | $2,204 | $3,199-31.1% | $2,541-13.3% | $4,763-53.7% |
| Participant deferral / active EE | $4,667 | $4,784-2.5% | $4,167+12.0% | $5,983-22.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |