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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 | $233,964 | $223,823+4.5% | $211,142+10.8% | $154,746+51.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 22.28% | 50.39%-28.1pp | 46.84%-24.6pp | 172.34%-150.1pp |
| Employer contribution / active EE | $9,347 | $6,787+37.7% | $6,442+45.1% | $4,379+113.4% |
| Participant deferral / active EE | $22,807 | $9,750+133.9% | $9,284+145.7% | $6,730+238.9% |
| Admin fee / account holder | $229 | $19,707-98.8% | $19,076-98.8% | $14,365-98.4% |