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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 | $185,715 | $156,398+18.7% | $147,318+26.1% | $138,895+33.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 15.56% | 78.75%-63.2pp | 70.43%-54.9pp | 145.39%-129.8pp |
| Employer contribution / active EE | $1,495 | $4,853-69.2% | $4,593-67.5% | $4,194-64.4% |
| Participant deferral / active EE | $15,694 | $8,237+90.5% | $7,906+98.5% | $6,396+145.4% |
| Admin fee / account holder | $266 | $14,976-98.2% | $13,708-98.1% | $12,562-97.9% |