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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 | $232,287 | $202,342+14.8% | $172,753+34.5% | $152,909+51.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.12% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.3pp |
| Employer contribution / active EE | $1,338 | $5,857-77.2% | $5,144-74.0% | $4,764-71.9% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |