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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 | $215,825 | $166,131+29.9% | $164,975+30.8% | $145,877+48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.29% | 100.37%-81.1pp | 70.12%-50.8pp | 551.28%-532.0pp |
| Employer contribution / active EE | $3,900 | $5,276-26.1% | $4,343-10.2% | $4,663-16.4% |
| Participant deferral / active EE | $15,162 | $6,962+117.8% | $6,033+151.3% | $6,691+126.6% |
| Admin fee / account holder | $3 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |