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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 | $157,975 | $178,174-11.3% | $156,181+1.1% | $137,256+15.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.15% | 84.19%-64.0pp | 64.87%-44.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,621 | $4,972+13.1% | $4,294+30.9% | $4,156+35.2% |
| Participant deferral / active EE | $7,908 | $6,888+14.8% | $6,132+29.0% | $6,407+23.4% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |