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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 | $125,595 | $154,228-18.6% | $145,433-13.6% | $137,256-8.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 15.28% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $14,737 | $4,804+206.8% | $4,554+223.6% | $4,156+254.6% |
| Participant deferral / active EE | $10,257 | $8,216+24.8% | $7,897+29.9% | $6,407+60.1% |
| Admin fee / account holder | $120 | $14,344-99.2% | $13,129-99.1% | $12,270-99.0% |