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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 | $186,032 | $159,934+16.3% | $147,005+26.5% | $145,959+27.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.56% | 98.24%-80.7pp | 418.76%-401.2pp | 561.95%-544.4pp |
| Employer contribution / active EE | $10,129 | $5,287+91.6% | $4,934+105.3% | $4,661+117.3% |
| Participant deferral / active EE | $11,634 | $8,427+38.1% | $8,070+44.2% | $6,689+73.9% |
| Admin fee / account holder | $180 | $15,053-98.8% | $13,006-98.6% | $13,398-98.7% |