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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 | $128,732 | $211,239-39.1% | $178,528-27.9% | $145,877-11.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.40% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $3,539 | $4,570-22.6% | $3,950-10.4% | $4,663-24.1% |
| Participant deferral / active EE | $18,553 | $6,963+166.5% | $6,278+195.5% | $6,691+177.3% |
| Admin fee / account holder | $5 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |