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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 | $218,635 | $148,558+47.2% | $135,925+60.8% | $139,427+56.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 58.31% | 79.22%-20.9pp | 68.25%-9.9pp | 373.27%-315.0pp |
| Employer contribution / active EE | $12,823 | $5,244+144.5% | $4,857+164.0% | $4,752+169.9% |
| Participant deferral / active EE | $17,642 | $8,101+117.8% | $7,759+127.4% | $6,711+162.9% |
| Admin fee / account holder | $0 | $12,401-100.0% | $10,764-100.0% | $11,404-100.0% |