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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 | $168,213 | $134,817+24.8% | $123,973+35.7% | $155,188+8.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 18.95% | 515.49%-496.5pp | 388.13%-369.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $3,813 | $4,425-13.8% | $4,126-7.6% | $4,248-10.2% |
| Participant deferral / active EE | $16,938 | $5,706+196.8% | $5,247+222.8% | $6,531+159.3% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |