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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 | $62,254 | $185,905-66.5% | $170,057-63.4% | $139,487-55.4% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 22.64% | 60.56%-37.9pp | 53.42%-30.8pp | 373.84%-351.2pp |
| Employer contribution / active EE | $3,996 | $7,597-47.4% | $6,790-41.2% | $4,755-16.0% |
| Participant deferral / active EE | $4,303 | $11,627-63.0% | $10,411-58.7% | $6,713-35.9% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |