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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 | $110,050 | $162,136-32.1% | $152,301-27.7% | $154,746-28.9% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 19.28% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,028 | $4,890-58.5% | $4,624-56.1% | $4,379-53.7% |
| Participant deferral / active EE | $14,500 | $8,341+73.8% | $8,004+81.2% | $6,730+115.4% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |