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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 | $211,538 | $165,381+27.9% | $149,730+41.3% | $158,966+33.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.97% | 348.29%-326.3pp | 276.70%-254.7pp | 302.95%-281.0pp |
| Employer contribution / active EE | $4,393 | $5,104-13.9% | $4,645-5.4% | $4,762-7.8% |
| Participant deferral / active EE | $21,734 | $7,182+202.6% | $6,843+217.6% | $5,983+263.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |