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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 | $173,392 | $181,062-4.2% | $158,223+9.6% | $155,188+11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 26.06% | 57.39%-31.3pp | 52.09%-26.0pp | 148.84%-122.8pp |
| Employer contribution / active EE | $12,874 | $4,565+182.0% | $4,109+213.3% | $4,248+203.1% |
| Participant deferral / active EE | $9,821 | $6,134+60.1% | $5,467+79.7% | $6,531+50.4% |
| Admin fee / account holder | $201 | $18,825-98.9% | $16,047-98.7% | $14,480-98.6% |