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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 | $244,287 | $159,934+52.7% | $147,005+66.2% | $145,959+67.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.12% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $13,629 | $5,287+157.8% | $4,934+176.2% | $4,661+192.4% |
| Participant deferral / active EE | $12,119 | $8,427+43.8% | $8,070+50.2% | $6,689+81.2% |
| Admin fee / account holder | $297 | $15,053-98.0% | $13,006-97.7% | $13,398-97.8% |