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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 | $187,762 | $198,457-5.4% | $170,435+10.2% | $147,586+27.2% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 18.15% | 257.30%-239.2pp | 205.94%-187.8pp | 578.59%-560.4pp |
| Employer contribution / active EE | $6,717 | $6,183+8.6% | $5,432+23.6% | $4,876+37.7% |
| Participant deferral / active EE | $4,435 | $5,629-21.2% | $4,939-10.2% | $5,439-18.5% |
| Admin fee / account holder | $29 | $16,852-99.8% | $13,881-99.8% | $10,886-99.7% |