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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 | $170,287 | $209,422-18.7% | $178,503-4.6% | $158,982+7.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.24% | 188.81%-175.6pp | 151.12%-137.9pp | 302.99%-289.7pp |
| Employer contribution / active EE | $12,769 | $5,707+123.8% | $5,011+154.8% | $4,763+168.1% |
| Participant deferral / active EE | $10,251 | $5,955+72.1% | $5,202+97.1% | $5,983+71.3% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |