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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 | $244,783 | $217,427+12.6% | $185,837+31.7% | $167,518+46.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.14% | 148.39%-128.3pp | 122.08%-101.9pp | 478.71%-458.6pp |
| Employer contribution / active EE | $10,463 | $5,874+78.1% | $5,168+102.4% | $4,838+116.2% |
| Participant deferral / active EE | $6,299 | $6,357-0.9% | $5,568+13.1% | $6,342-0.7% |
| Admin fee / account holder | $15 | $19,816-99.9% | $16,241-99.9% | $12,312-99.9% |