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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 | $172,089 | $178,174-3.4% | $156,181+10.2% | $137,256+25.4% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.8%+3.0pp | 80.0%+1.9pp |
| Annual return | 13.38% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $5,419 | $4,972+9.0% | $4,294+26.2% | $4,156+30.4% |
| Participant deferral / active EE | $9,774 | $6,888+41.9% | $6,132+59.4% | $6,407+52.6% |
| Admin fee / account holder | $83 | $17,404-99.5% | $14,586-99.4% | $12,270-99.3% |