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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 | $202,530 | $157,304+28.8% | $141,197+43.4% | $152,909+32.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.64% | 64.34%-40.7pp | 71.41%-47.8pp | 345.46%-321.8pp |
| Employer contribution / active EE | $22,560 | $5,263+328.7% | $4,736+376.3% | $4,764+373.6% |
| Participant deferral / active EE | $30,349 | $7,111+326.8% | $6,710+352.3% | $5,851+418.7% |
| Admin fee / account holder | $37 | $12,126-99.7% | $10,265-99.6% | $11,601-99.7% |