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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 | $125,162 | $110,410+13.4% | $102,437+22.2% | $145,897-14.2% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 19.14% | 24.85%-5.7pp | 24.95%-5.8pp | 552.29%-533.2pp |
| Employer contribution / active EE | $5,425 | $4,217+28.6% | $3,871+40.2% | $4,663+16.4% |
| Participant deferral / active EE | $11,634 | $5,622+106.9% | $5,060+129.9% | $6,689+73.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |