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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 | $79,558 | $90,486-12.1% | $78,676+1.1% | $273,972-71.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.43% | 75.62%-71.2pp | 62.19%-57.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $4,001 | $3,175+26.0% | $2,850+40.4% | $4,869-17.8% |
| Participant deferral / active EE | $3,090 | $3,901-20.8% | $3,517-12.1% | $5,287-41.6% |
| Admin fee / account holder | $147 | $5,263-97.2% | $4,510-96.7% | $10,133-98.5% |