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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 | $195,493 | $217,432-10.1% | $185,849+5.2% | $167,536+16.7% |
| Participation rate | 92.9% | 86.1%+6.8pp | 81.7%+11.1pp | 82.1%+10.7pp |
| Annual return | 13.13% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $4,947 | $5,875-15.8% | $5,169-4.3% | $4,839+2.2% |
| Participant deferral / active EE | $6,555 | $6,357+3.1% | $5,569+17.7% | $6,342+3.4% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |