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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 | $182,764 | $185,883-1.7% | $170,043+7.5% | $139,466+31.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.43% | 60.54%-43.1pp | 53.40%-36.0pp | 373.66%-356.2pp |
| Employer contribution / active EE | $10,000 | $7,596+31.6% | $6,790+47.3% | $4,754+110.4% |
| Participant deferral / active EE | $11,450 | $11,626-1.5% | $10,410+10.0% | $6,712+70.6% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |