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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 | $219,420 | $162,781+34.8% | $133,956+63.8% | $158,931+38.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.06% | 41.94%-31.9pp | 45.09%-35.0pp | 302.86%-292.8pp |
| Employer contribution / active EE | $18,457 | $4,975+271.0% | $3,919+371.0% | $4,761+287.6% |
| Participant deferral / active EE | $7,891 | $5,911+33.5% | $5,048+56.3% | $5,982+31.9% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |