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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 | $199,707 | $148,623+34.4% | $135,974+46.9% | $139,466+43.2% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 19.17% | 79.30%-60.1pp | 68.30%-49.1pp | 373.66%-354.5pp |
| Employer contribution / active EE | $4,597 | $5,246-12.4% | $4,859-5.4% | $4,754-3.3% |
| Participant deferral / active EE | $10,140 | $8,103+25.1% | $7,760+30.7% | $6,712+51.1% |
| Admin fee / account holder | $283 | $12,406-97.7% | $10,767-97.4% | $11,409-97.5% |