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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 | $175,189 | $160,070+9.4% | $147,117+19.1% | $145,897+20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $20,280 | $5,285+283.8% | $4,932+311.1% | $4,663+334.9% |
| Participant deferral / active EE | $7,667 | $8,419-8.9% | $8,065-4.9% | $6,689+14.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |