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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 | $185,227 | $154,228+20.1% | $145,433+27.4% | $137,256+34.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.38% | 74.59%-55.2pp | 66.58%-47.2pp | 220.34%-201.0pp |
| Employer contribution / active EE | $4,839 | $4,804+0.7% | $4,554+6.2% | $4,156+16.4% |
| Participant deferral / active EE | $9,858 | $8,216+20.0% | $7,897+24.8% | $6,407+53.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |