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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 | $150,171 | $212,386-29.3% | $199,883-24.9% | $138,895+8.1% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.8%-4.9pp | 79.9%+1.9pp |
| Annual return | 15.01% | 47.75%-32.7pp | 43.81%-28.8pp | 145.39%-130.4pp |
| Employer contribution / active EE | $13,731 | $6,625+107.3% | $6,261+119.3% | $4,194+227.4% |
| Participant deferral / active EE | $14,523 | $9,617+51.0% | $9,138+58.9% | $6,396+127.1% |
| Admin fee / account holder | $27 | $18,233-99.9% | $17,268-99.8% | $12,562-99.8% |