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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 | $134,676 | $93,617+43.9% | $135,982-1.0% | $75,177+79.1% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 19.49% | 30.89%-11.4pp | 68.32%-48.8pp | 160.75%-141.3pp |
| Employer contribution / active EE | $5,206 | $3,538+47.1% | $4,859+7.1% | $2,671+94.9% |
| Participant deferral / active EE | $9,026 | $6,406+40.9% | $7,760+16.3% | $4,126+118.7% |
| Admin fee / account holder | $3 | $6,980-100.0% | $10,767-100.0% | $5,651-99.9% |