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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 | $171,367 | $183,539-6.6% | $155,556+10.2% | $145,897+17.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 16.73% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $12,974 | $5,315+144.1% | $4,675+177.5% | $4,663+178.3% |
| Participant deferral / active EE | $15,687 | $6,467+142.6% | $5,631+178.6% | $6,689+134.5% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |