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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 | $108,075 | $110,379-2.1% | $102,412+5.5% | $145,884-25.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 24.84%-12.0pp | 24.94%-12.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $16,155 | $4,216+283.2% | $3,870+317.4% | $4,662+246.5% |
| Participant deferral / active EE | $15,752 | $5,622+180.2% | $5,060+211.3% | $6,690+135.5% |
| Admin fee / account holder | $69 | $9,745-99.3% | $8,388-99.2% | $13,392-99.5% |