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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 | $127,497 | $124,175+2.7% | $108,405+17.6% | $167,536-23.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 26.63% | 1380.13%-1353.5pp | 905.55%-878.9pp | 478.82%-452.2pp |
| Employer contribution / active EE | $4,289 | $4,188+2.4% | $3,559+20.5% | $4,839-11.4% |
| Participant deferral / active EE | $10,734 | $6,908+55.4% | $6,563+63.6% | $6,342+69.2% |
| Admin fee / account holder | $151 | $9,457-98.4% | $7,297-97.9% | $12,315-98.8% |