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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 | $164,604 | $176,105-6.5% | $159,474+3.2% | $167,536-1.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 42.56% | 331.91%-289.4pp | 263.68%-221.1pp | 478.82%-436.3pp |
| Employer contribution / active EE | $10,776 | $5,299+103.4% | $4,831+123.1% | $4,839+122.7% |
| Participant deferral / active EE | $9,876 | $7,751+27.4% | $7,353+34.3% | $6,342+55.7% |
| Admin fee / account holder | $51 | $12,559-99.6% | $10,802-99.5% | $12,315-99.6% |