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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 | $194,061 | $124,336+56.1% | $111,303+74.4% | $167,518+15.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 18.83% | 37.45%-18.6pp | 54.66%-35.8pp | 478.71%-459.9pp |
| Employer contribution / active EE | $19,448 | $3,436+465.9% | $2,731+612.0% | $4,838+301.9% |
| Participant deferral / active EE | $18,200 | $5,181+251.3% | $4,487+305.6% | $6,342+187.0% |
| Admin fee / account holder | $20 | $10,623-99.8% | $7,966-99.7% | $12,312-99.8% |