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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 | $213,171 | $185,856+14.7% | $170,028+25.4% | $139,456+52.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.07% | 60.52%-34.4pp | 53.39%-27.3pp | 373.45%-347.4pp |
| Employer contribution / active EE | $5,746 | $7,593-24.3% | $6,788-15.3% | $4,753+20.9% |
| Participant deferral / active EE | $13,877 | $11,623+19.4% | $10,409+33.3% | $6,711+106.8% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |