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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 | $213,106 | $150,445+41.7% | $136,297+56.4% | $147,585+44.4% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 15.62% | 1049.14%-1033.5pp | 5156.16%-5140.5pp | 578.57%-563.0pp |
| Employer contribution / active EE | $7,718 | $5,256+46.8% | $4,696+64.4% | $4,876+58.3% |
| Participant deferral / active EE | $11,538 | $6,631+74.0% | $6,247+84.7% | $5,439+112.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |