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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 | $174,080 | $165,381+5.3% | $149,730+16.3% | $158,966+9.5% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 22.26% | 348.29%-326.0pp | 276.70%-254.4pp | 302.95%-280.7pp |
| Employer contribution / active EE | $15,461 | $5,104+202.9% | $4,645+232.8% | $4,762+224.6% |
| Participant deferral / active EE | $10,654 | $7,182+48.3% | $6,843+55.7% | $5,983+78.1% |
| Admin fee / account holder | $4 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |