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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 | $222,414 | $157,304+41.4% | $141,197+57.5% | $152,909+45.5% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 21.76% | 64.34%-42.6pp | 71.41%-49.7pp | 345.46%-323.7pp |
| Employer contribution / active EE | $10,395 | $5,263+97.5% | $4,736+119.5% | $4,764+118.2% |
| Participant deferral / active EE | $14,360 | $7,111+101.9% | $6,710+114.0% | $5,851+145.4% |
| Admin fee / account holder | $88 | $12,126-99.3% | $10,265-99.1% | $11,601-99.2% |