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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 | $155,450 | $150,445+3.3% | $136,297+14.1% | $147,585+5.3% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 765.44% | 1049.14%-283.7pp | 5156.16%-4390.7pp | 578.57%+186.9pp |
| Employer contribution / active EE | $5,003 | $5,256-4.8% | $4,696+6.5% | $4,876+2.6% |
| Participant deferral / active EE | $12,106 | $6,631+82.6% | $6,247+93.8% | $5,439+122.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |