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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 | $221,049 | $209,336+5.6% | $197,124+12.1% | $137,256+61.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.19% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $20,777 | $6,591+215.2% | $6,227+233.6% | $4,156+399.9% |
| Participant deferral / active EE | $17,340 | $9,614+80.4% | $9,135+89.8% | $6,407+170.7% |
| Admin fee / account holder | $66 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |