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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 | $152,793 | $183,592-16.8% | $155,574-1.8% | $145,877+4.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 21.07% | 61.37%-40.3pp | 64.87%-43.8pp | 551.28%-530.2pp |
| Employer contribution / active EE | $2,952 | $5,317-44.5% | $4,676-36.9% | $4,663-36.7% |
| Participant deferral / active EE | $3,930 | $6,466-39.2% | $5,629-30.2% | $6,691-41.3% |
| Admin fee / account holder | $257 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |