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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 | $168,984 | $175,231-3.6% | $149,696+12.9% | $139,466+21.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 46.18% | 166.77%-120.6pp | 134.46%-88.3pp | 373.66%-327.5pp |
| Employer contribution / active EE | $2,496 | $5,478-54.4% | $4,821-48.2% | $4,754-47.5% |
| Participant deferral / active EE | $7,294 | $6,521+11.9% | $5,682+28.4% | $6,712+8.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |