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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 | $223,278 | $183,539+21.7% | $155,556+43.5% | $145,897+53.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.18% | 61.31%-44.1pp | 64.84%-47.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,523 | $5,315-52.5% | $4,675-46.0% | $4,663-45.9% |
| Participant deferral / active EE | $16,407 | $6,467+153.7% | $5,631+191.4% | $6,689+145.3% |
| Admin fee / account holder | $25 | $19,275-99.9% | $15,885-99.8% | $13,390-99.8% |