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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 | $121,125 | $202,345-40.1% | $172,755-29.9% | $152,885-20.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.90% | 1029.77%-1002.9pp | 802.94%-776.0pp | 345.39%-318.5pp |
| Employer contribution / active EE | $7,784 | $5,858+32.9% | $5,144+51.3% | $4,763+63.4% |
| Participant deferral / active EE | $4,164 | $5,948-30.0% | $5,198-19.9% | $5,851-28.8% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |