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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 | $186,749 | $183,516+1.8% | $155,534+20.1% | $145,884+28.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.22% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $13,822 | $5,315+160.1% | $4,675+195.7% | $4,662+196.5% |
| Participant deferral / active EE | $11,171 | $6,467+72.8% | $5,630+98.4% | $6,690+67.0% |
| Admin fee / account holder | $205 | $19,293-98.9% | $15,900-98.7% | $13,392-98.5% |