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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 | $190,129 | $156,398+21.6% | $147,318+29.1% | $138,895+36.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 102.53% | 78.75%+23.8pp | 70.43%+32.1pp | 145.39%-42.9pp |
| Employer contribution / active EE | $13,745 | $4,853+183.2% | $4,593+199.3% | $4,194+227.7% |
| Participant deferral / active EE | $9,414 | $8,237+14.3% | $7,906+19.1% | $6,396+47.2% |
| Admin fee / account holder | $245 | $14,976-98.4% | $13,708-98.2% | $12,562-98.0% |