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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 | $214,745 | $157,276+36.5% | $141,177+52.1% | $152,885+40.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.78% | 64.33%-46.6pp | 71.40%-53.6pp | 345.39%-327.6pp |
| Employer contribution / active EE | $5,449 | $5,262+3.6% | $4,736+15.1% | $4,763+14.4% |
| Participant deferral / active EE | $13,919 | $7,110+95.8% | $6,710+107.4% | $5,851+137.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |