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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 | $161,936 | $183,592-11.8% | $155,567+4.1% | $145,959+10.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.54% | 61.24%-47.7pp | 64.74%-51.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $6,165 | $5,315+16.0% | $4,674+31.9% | $4,661+32.3% |
| Participant deferral / active EE | $6,967 | $6,464+7.8% | $5,628+23.8% | $6,689+4.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |