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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 | $189,054 | $157,276+20.2% | $141,177+33.9% | $152,885+23.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 806.08% | 64.33%+741.7pp | 71.40%+734.7pp | 345.39%+460.7pp |
| Employer contribution / active EE | $3,271 | $5,262-37.8% | $4,736-30.9% | $4,763-31.3% |
| Participant deferral / active EE | $8,881 | $7,110+24.9% | $6,710+32.4% | $5,851+51.8% |
| Admin fee / account holder | $296 | $12,123-97.6% | $10,263-97.1% | $11,598-97.5% |