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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 | $244,754 | $183,592+33.3% | $155,567+57.3% | $145,959+67.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 67.63% | 61.24%+6.4pp | 64.74%+2.9pp | 561.95%-494.3pp |
| Employer contribution / active EE | $22,438 | $5,315+322.2% | $4,674+380.0% | $4,661+381.4% |
| Participant deferral / active EE | $19,125 | $6,464+195.9% | $5,628+239.8% | $6,689+185.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |