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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 | $120,162 | $100,895+19.1% | $90,430+32.9% | $158,950-24.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.7%+14.8pp | 82.0%+5.5pp |
| Annual return | 17.03% | 1725.54%-1708.5pp | 1293.73%-1276.7pp | 302.91%-285.9pp |
| Employer contribution / active EE | $3,408 | $3,689-7.6% | $3,262+4.5% | $4,762-28.4% |
| Participant deferral / active EE | $7,458 | $4,347+71.6% | $3,963+88.2% | $5,983+24.7% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |