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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 | $239,197 | $202,440+18.2% | $169,390+41.2% | $139,466+71.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 28.35% | 532.36%-504.0pp | 406.07%-377.7pp | 373.66%-345.3pp |
| Employer contribution / active EE | $2,622 | $4,693-44.1% | $4,013-34.7% | $4,754-44.8% |
| Participant deferral / active EE | $5,400 | $6,940-22.2% | $6,222-13.2% | $6,712-19.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |