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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 | $203,626 | $166,131+22.6% | $164,975+23.4% | $145,877+39.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.6%+13.7pp | 80.3%+12.0pp |
| Annual return | 11.73% | 100.37%-88.6pp | 70.12%-58.4pp | 551.28%-539.6pp |
| Employer contribution / active EE | $14,772 | $5,276+180.0% | $4,343+240.2% | $4,663+216.8% |
| Participant deferral / active EE | $8,570 | $6,962+23.1% | $6,033+42.0% | $6,691+28.1% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |