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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 | $148,097 | $157,304-5.9% | $141,197+4.9% | $152,909-3.1% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.5%+11.3pp |
| Annual return | 15.26% | 64.34%-49.1pp | 71.41%-56.1pp | 345.46%-330.2pp |
| Employer contribution / active EE | $5,242 | $5,263-0.4% | $4,736+10.7% | $4,764+10.0% |
| Participant deferral / active EE | $9,618 | $7,111+35.3% | $6,710+43.3% | $5,851+64.4% |
| Admin fee / account holder | $74 | $12,126-99.4% | $10,265-99.3% | $11,601-99.4% |