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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 | $205,770 | $196,972+4.5% | $182,262+12.9% | $198,609+3.6% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 16.86% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,257 | $5,364-20.6% | $5,046-15.6% | $5,055-15.8% |
| Participant deferral / active EE | $8,688 | $8,643+0.5% | $8,276+5.0% | $6,977+24.5% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |