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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 | $245,635 | $201,370+22.0% | $184,256+33.3% | $145,897+68.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.23% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.1pp |
| Employer contribution / active EE | $11,362 | $7,024+61.8% | $6,427+76.8% | $4,663+143.7% |
| Participant deferral / active EE | $9,363 | $9,808-4.5% | $9,133+2.5% | $6,689+40.0% |
| Admin fee / account holder | $247 | $16,364-98.5% | $13,899-98.2% | $13,390-98.2% |