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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 | $215,750 | $157,296+37.2% | $141,191+52.8% | $152,897+41.1% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 28.15% | 64.34%-36.2pp | 71.41%-43.3pp | 345.43%-317.3pp |
| Employer contribution / active EE | $5,893 | $5,262+12.0% | $4,736+24.4% | $4,764+23.7% |
| Participant deferral / active EE | $16,187 | $7,111+127.6% | $6,710+141.2% | $5,851+176.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |