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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 | $139,064 | $212,386-34.5% | $199,883-30.4% | $138,895+0.1% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.9pp | 79.9%+11.7pp |
| Annual return | 19.61% | 47.75%-28.1pp | 43.81%-24.2pp | 145.39%-125.8pp |
| Employer contribution / active EE | $9,150 | $6,625+38.1% | $6,261+46.1% | $4,194+118.2% |
| Participant deferral / active EE | $11,012 | $9,617+14.5% | $9,138+20.5% | $6,396+72.2% |
| Admin fee / account holder | $14 | $18,233-99.9% | $17,268-99.9% | $12,562-99.9% |