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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 | $177,882 | $185,883-4.3% | $170,043+4.6% | $139,466+27.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.42% | 60.54%-39.1pp | 53.40%-32.0pp | 373.66%-352.2pp |
| Employer contribution / active EE | $21,860 | $7,596+187.8% | $6,790+221.9% | $4,754+359.8% |
| Participant deferral / active EE | $29,417 | $11,626+153.0% | $10,410+182.6% | $6,712+338.3% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |