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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 | $201,939 | $185,312+9.0% | $161,489+25.0% | $154,746+30.5% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 15.90% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $9,935 | $4,769+108.3% | $4,268+132.8% | $4,379+126.9% |
| Participant deferral / active EE | $6,280 | $6,350-1.1% | $5,630+11.5% | $6,730-6.7% |
| Admin fee / account holder | $11 | $18,654-99.9% | $16,006-99.9% | $14,365-99.9% |