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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 | $158,494 | $165,381-4.2% | $149,730+5.9% | $158,966-0.3% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 21.00% | 348.29%-327.3pp | 276.70%-255.7pp | 302.95%-281.9pp |
| Employer contribution / active EE | $20,003 | $5,104+291.9% | $4,645+330.6% | $4,762+320.0% |
| Participant deferral / active EE | $10,959 | $7,182+52.6% | $6,843+60.2% | $5,983+83.2% |
| Admin fee / account holder | $115 | $10,809-98.9% | $9,310-98.8% | $11,250-99.0% |