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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 | $185,977 | $154,228+20.6% | $145,433+27.9% | $137,256+35.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.00% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.3pp |
| Employer contribution / active EE | $4,209 | $4,804-12.4% | $4,554-7.6% | $4,156+1.3% |
| Participant deferral / active EE | $16,714 | $8,216+103.4% | $7,897+111.6% | $6,407+160.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |