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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 | $75,977 | $172,758-56.0% | $149,600-49.2% | $138,895-45.3% |
| Participation rate | 90.9% | 80.2%+10.7pp | 77.2%+13.8pp | 79.9%+11.0pp |
| Annual return | 63.51% | 181.17%-117.7pp | 129.59%-66.1pp | 145.39%-81.9pp |
| Employer contribution / active EE | $17,396 | $4,778+264.1% | $4,193+314.9% | $4,194+314.8% |
| Participant deferral / active EE | $15,297 | $8,180+87.0% | $7,203+112.4% | $6,396+139.2% |
| Admin fee / account holder | $0 | $17,615-100.0% | $13,963-100.0% | $12,562-100.0% |