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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 | $198,254 | $183,627+8.0% | $155,602+27.4% | $145,978+35.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.77% | 61.32%-50.5pp | 64.81%-54.0pp | 550.52%-539.7pp |
| Employer contribution / active EE | $17,063 | $5,316+221.0% | $4,675+265.0% | $4,662+266.0% |
| Participant deferral / active EE | $11,857 | $6,466+83.4% | $5,629+110.7% | $6,690+77.3% |
| Admin fee / account holder | $17 | $19,327-99.9% | $15,923-99.9% | $13,400-99.9% |