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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 | $190,394 | $183,592+3.7% | $155,567+22.4% | $145,959+30.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.20% | 61.24%-50.0pp | 64.74%-53.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $12,187 | $5,315+129.3% | $4,674+160.7% | $4,661+161.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |