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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 | $243,418 | $201,372+20.9% | $184,260+32.1% | $145,884+66.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.09% | 29.04%-6.0pp | 28.84%-5.8pp | 551.85%-528.8pp |
| Employer contribution / active EE | $14,592 | $7,024+107.8% | $6,427+127.0% | $4,662+213.0% |
| Participant deferral / active EE | $17,520 | $9,808+78.6% | $9,133+91.8% | $6,690+161.9% |
| Admin fee / account holder | $45 | $16,362-99.7% | $13,898-99.7% | $13,392-99.7% |