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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 | $78,955 | $148,582-46.9% | $135,942-41.9% | $139,456-43.4% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 16.55% | 79.26%-62.7pp | 68.28%-51.7pp | 373.45%-356.9pp |
| Employer contribution / active EE | $2,417 | $5,245-53.9% | $4,858-50.2% | $4,753-49.1% |
| Participant deferral / active EE | $8,581 | $8,101+5.9% | $7,759+10.6% | $6,711+27.9% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |