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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 | $156,560 | $102,595+52.6% | $94,057+66.5% | $154,746+1.2% |
| Participation rate | 81.8% | 76.0%+5.8pp | 73.3%+8.5pp | 80.7%+1.1pp |
| Annual return | 15.90% | 583.42%-567.5pp | 480.62%-464.7pp | 172.34%-156.4pp |
| Employer contribution / active EE | $4,523 | $3,147+43.7% | $2,933+54.2% | $4,379+3.3% |
| Participant deferral / active EE | $6,802 | $5,118+32.9% | $4,709+44.4% | $6,730+1.1% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |