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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 | $200,225 | $159,934+25.2% | $147,005+36.2% | $145,959+37.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.78% | 98.24%-84.5pp | 418.76%-405.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $5,339 | $5,287+1.0% | $4,934+8.2% | $4,661+14.6% |
| Participant deferral / active EE | $15,055 | $8,427+78.6% | $8,070+86.6% | $6,689+125.1% |
| Admin fee / account holder | $130 | $15,053-99.1% | $13,006-99.0% | $13,398-99.0% |