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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 | $84,819 | $202,342-58.1% | $172,752-50.9% | $152,897-44.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.92% | 1029.83%-1005.9pp | 802.97%-779.0pp | 345.43%-321.5pp |
| Employer contribution / active EE | $5,935 | $5,858+1.3% | $5,144+15.4% | $4,764+24.6% |
| Participant deferral / active EE | $8,496 | $5,948+42.8% | $5,198+63.5% | $5,851+45.2% |
| Admin fee / account holder | $28 | $17,111-99.8% | $13,955-99.8% | $11,599-99.8% |