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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 | $145,936 | $148,582-1.8% | $135,942+7.4% | $139,456+4.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.52% | 79.26%-59.7pp | 68.28%-48.8pp | 373.45%-353.9pp |
| Employer contribution / active EE | $18,208 | $5,245+247.2% | $4,858+274.8% | $4,753+283.1% |
| Participant deferral / active EE | $9,400 | $8,101+16.0% | $7,759+21.2% | $6,711+40.1% |
| Admin fee / account holder | $0 | $12,402-100.0% | $10,764-100.0% | $11,407-100.0% |