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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 | $198,657 | $209,336-5.1% | $197,124+0.8% | $137,256+44.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.13% | 48.09%-32.0pp | 44.34%-28.2pp | 220.34%-204.2pp |
| Employer contribution / active EE | $9,360 | $6,591+42.0% | $6,227+50.3% | $4,156+125.2% |
| Participant deferral / active EE | $11,460 | $9,614+19.2% | $9,135+25.5% | $6,407+78.9% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |