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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 | $211,912 | $197,637+7.2% | $177,848+19.2% | $158,982+33.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 80.55% | 58.77%+21.8pp | 48.33%+32.2pp | 302.99%-222.4pp |
| Employer contribution / active EE | $2,316 | $6,698-65.4% | $5,919-60.9% | $4,763-51.4% |
| Participant deferral / active EE | $11,790 | $8,405+40.3% | $7,714+52.8% | $5,983+97.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |