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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 | $184,309 | $183,592+0.4% | $155,567+18.5% | $145,959+26.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.15% | 61.24%-45.1pp | 64.74%-48.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $16,575 | $5,315+211.9% | $4,674+254.6% | $4,661+255.6% |
| Participant deferral / active EE | $10,000 | $6,464+54.7% | $5,628+77.7% | $6,689+49.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |