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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 | $230,771 | $176,105+31.0% | $159,474+44.7% | $167,536+37.7% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.43% | 331.91%-318.5pp | 263.68%-250.2pp | 478.82%-465.4pp |
| Employer contribution / active EE | $3,197 | $5,299-39.7% | $4,831-33.8% | $4,839-33.9% |
| Participant deferral / active EE | $3,998 | $7,751-48.4% | $7,353-45.6% | $6,342-37.0% |
| Admin fee / account holder | $2 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |