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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 | $97,731 | $176,105-44.5% | $159,474-38.7% | $167,536-41.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.18% | 331.91%-314.7pp | 263.68%-246.5pp | 478.82%-461.6pp |
| Employer contribution / active EE | $4,747 | $5,299-10.4% | $4,831-1.7% | $4,839-1.9% |
| Participant deferral / active EE | $8,950 | $7,751+15.5% | $7,353+21.7% | $6,342+41.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |