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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 | $196,477 | $209,422-6.2% | $178,503+10.1% | $158,982+23.6% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 15.67% | 188.81%-173.1pp | 151.12%-135.4pp | 302.99%-287.3pp |
| Employer contribution / active EE | $4,374 | $5,707-23.4% | $5,011-12.7% | $4,763-8.2% |
| Participant deferral / active EE | $9,579 | $5,955+60.9% | $5,202+84.1% | $5,983+60.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |