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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 | $237,684 | $154,754+53.6% | $124,206+91.4% | $138,895+71.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 22.23% | 709.28%-687.1pp | 515.27%-493.0pp | 145.39%-123.2pp |
| Employer contribution / active EE | $4,181 | $4,446-6.0% | $3,540+18.1% | $4,194-0.3% |
| Participant deferral / active EE | $9,541 | $4,621+106.5% | $3,968+140.5% | $6,396+49.2% |
| Admin fee / account holder | $45 | $6,690-99.3% | $5,929-99.2% | $12,562-99.6% |