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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 | $205,057 | $176,105+16.4% | $159,474+28.6% | $167,536+22.4% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 19.89% | 331.91%-312.0pp | 263.68%-243.8pp | 478.82%-458.9pp |
| Employer contribution / active EE | $3,284 | $5,299-38.0% | $4,831-32.0% | $4,839-32.1% |
| Participant deferral / active EE | $5,195 | $7,751-33.0% | $7,353-29.3% | $6,342-18.1% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |