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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 | $204,268 | $185,883+9.9% | $170,043+20.1% | $139,466+46.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.73% | 60.54%-34.8pp | 53.40%-27.7pp | 373.66%-347.9pp |
| Employer contribution / active EE | $16,383 | $7,596+115.7% | $6,790+141.3% | $4,754+244.6% |
| Participant deferral / active EE | $18,068 | $11,626+55.4% | $10,410+73.6% | $6,712+169.2% |
| Admin fee / account holder | $20 | $15,393-99.9% | $12,824-99.8% | $11,409-99.8% |