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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 | $158,102 | $156,398+1.1% | $147,318+7.3% | $138,895+13.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.43% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $3,459 | $4,853-28.7% | $4,593-24.7% | $4,194-17.5% |
| Participant deferral / active EE | $8,343 | $8,237+1.3% | $7,906+5.5% | $6,396+30.4% |
| Admin fee / account holder | $275 | $14,976-98.2% | $13,708-98.0% | $12,562-97.8% |