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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 | $236,333 | $165,351+42.9% | $149,710+57.9% | $158,931+48.7% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 16.22% | 348.19%-332.0pp | 276.63%-260.4pp | 302.86%-286.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $14,879 | $7,181+107.2% | $6,842+117.5% | $5,982+148.7% |
| Admin fee / account holder | $209 | $10,807-98.1% | $9,309-97.8% | $11,247-98.1% |