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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 | $217,227 | $185,883+16.9% | $170,043+27.7% | $139,466+55.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.35% | 60.54%-43.2pp | 53.40%-36.1pp | 373.66%-356.3pp |
| Employer contribution / active EE | $18,968 | $7,596+149.7% | $6,790+179.4% | $4,754+299.0% |
| Participant deferral / active EE | $14,295 | $11,626+23.0% | $10,410+37.3% | $6,712+113.0% |
| Admin fee / account holder | $50 | $15,393-99.7% | $12,824-99.6% | $11,409-99.6% |