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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 | $189,684 | $159,934+18.6% | $147,005+29.0% | $145,959+30.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.11% | 98.24%-88.1pp | 418.76%-408.7pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,747 | $5,287-48.0% | $4,934-44.3% | $4,661-41.1% |
| Participant deferral / active EE | $11,646 | $8,427+38.2% | $8,070+44.3% | $6,689+74.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |