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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 | $131,198 | $129,737+1.1% | $119,126+10.1% | $154,746-15.2% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 16.18% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,536 | $4,375-42.0% | $4,034-37.1% | $4,379-42.1% |
| Participant deferral / active EE | $4,693 | $5,842-19.7% | $5,318-11.7% | $6,730-30.3% |
| Admin fee / account holder | $137 | $11,961-98.9% | $10,693-98.7% | $14,365-99.0% |