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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 | $178,991 | $183,592-2.5% | $155,574+15.1% | $145,877+22.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.50% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,767 | $5,317+102.5% | $4,676+130.3% | $4,663+130.9% |
| Participant deferral / active EE | $7,227 | $6,466+11.8% | $5,629+28.4% | $6,691+8.0% |
| Admin fee / account holder | $85 | $19,316-99.6% | $15,914-99.5% | $13,402-99.4% |