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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 | $185,147 | $162,136+14.2% | $152,301+21.6% | $154,746+19.6% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 19.06% | 91.02%-72.0pp | 80.50%-61.4pp | 172.34%-153.3pp |
| Employer contribution / active EE | $5,493 | $4,890+12.3% | $4,624+18.8% | $4,379+25.4% |
| Participant deferral / active EE | $10,961 | $8,341+31.4% | $8,004+36.9% | $6,730+62.9% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |