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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 | $230,699 | $165,399+39.5% | $149,745+54.1% | $158,982+45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.95% | 348.34%-326.4pp | 276.72%-254.8pp | 302.99%-281.0pp |
| Employer contribution / active EE | $19,225 | $5,105+276.6% | $4,646+313.8% | $4,763+303.7% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $48 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |