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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 | $184,563 | $148,623+24.2% | $135,974+35.7% | $139,466+32.3% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 14.66% | 79.30%-64.6pp | 68.30%-53.6pp | 373.66%-359.0pp |
| Employer contribution / active EE | $10,059 | $5,246+91.7% | $4,859+107.0% | $4,754+111.6% |
| Participant deferral / active EE | $8,666 | $8,103+7.0% | $7,760+11.7% | $6,712+29.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |