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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 | $187,127 | $148,629+25.9% | $135,982+37.6% | $139,487+34.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.18% | 79.33%-60.1pp | 68.32%-49.1pp | 373.84%-354.7pp |
| Employer contribution / active EE | $16,362 | $5,247+211.9% | $4,859+236.7% | $4,755+244.1% |
| Participant deferral / active EE | $17,536 | $8,102+116.4% | $7,760+126.0% | $6,713+161.2% |
| Admin fee / account holder | $38 | $12,406-99.7% | $10,767-99.7% | $11,407-99.7% |