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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 | $208,362 | $185,905+12.1% | $170,057+22.5% | $139,487+49.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.16% | 60.56%-44.4pp | 53.42%-37.3pp | 373.84%-357.7pp |
| Employer contribution / active EE | $12,486 | $7,597+64.3% | $6,790+83.9% | $4,755+162.6% |
| Participant deferral / active EE | $17,808 | $11,627+53.2% | $10,411+71.1% | $6,713+165.3% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |