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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 | $220,758 | $157,304+40.3% | $141,197+56.3% | $152,909+44.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.82% | 64.34%-47.5pp | 71.41%-54.6pp | 345.46%-328.6pp |
| Employer contribution / active EE | $18,827 | $5,263+257.8% | $4,736+297.5% | $4,764+295.2% |
| Participant deferral / active EE | $11,300 | $7,111+58.9% | $6,710+68.4% | $5,851+93.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |