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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 | $186,429 | $174,379+6.9% | $152,093+22.6% | $138,895+34.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 20.85% | 74.86%-54.0pp | 66.36%-45.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,965 | $4,652+6.7% | $4,175+18.9% | $4,194+18.4% |
| Participant deferral / active EE | $9,462 | $6,159+53.6% | $5,451+73.6% | $6,396+47.9% |
| Admin fee / account holder | $9 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |