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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 | $204,303 | $150,447+35.8% | $136,298+49.9% | $147,586+38.4% |
| Participation rate | 76.9% | 84.4%-7.5pp | 81.9%-5.0pp | 82.8%-5.9pp |
| Annual return | 17.84% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.8pp |
| Employer contribution / active EE | $2,999 | $5,256-42.9% | $4,696-36.1% | $4,876-38.5% |
| Participant deferral / active EE | $6,958 | $6,631+4.9% | $6,247+11.4% | $5,439+27.9% |
| Admin fee / account holder | $12 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |