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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 | $216,173 | $172,111+25.6% | $150,298+43.8% | $137,256+57.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 19.58% | 69.37%-49.8pp | 62.79%-43.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,783 | $4,636-18.4% | $4,154-8.9% | $4,156-9.0% |
| Participant deferral / active EE | $7,425 | $6,166+20.4% | $5,453+36.2% | $6,407+15.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |