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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 | $237,350 | $217,432+9.2% | $185,851+27.7% | $167,553+41.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.82% | 148.43%-134.6pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $2,479 | $5,874-57.8% | $5,168-52.0% | $4,840-48.8% |
| Participant deferral / active EE | $2,478 | $6,357-61.0% | $5,569-55.5% | $6,343-60.9% |
| Admin fee / account holder | $24 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |