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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 | $207,297 | $183,592+12.9% | $155,574+33.2% | $145,877+42.1% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 14.23% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,526 | $5,317-52.5% | $4,676-46.0% | $4,663-45.8% |
| Participant deferral / active EE | $6,296 | $6,466-2.6% | $5,629+11.8% | $6,691-5.9% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |