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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 | $234,716 | $197,603+18.8% | $177,827+32.0% | $158,950+47.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.04% | 58.76%-43.7pp | 48.32%-33.3pp | 302.91%-287.9pp |
| Employer contribution / active EE | $6,781 | $6,698+1.2% | $5,918+14.6% | $4,762+42.4% |
| Participant deferral / active EE | $10,781 | $8,404+28.3% | $7,713+39.8% | $5,983+80.2% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |