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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 | $206,395 | $183,988+12.2% | $162,177+27.3% | $152,897+35.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.88% | 150.79%-121.9pp | 115.60%-86.7pp | 345.43%-316.5pp |
| Employer contribution / active EE | $6,557 | $6,370+2.9% | $5,613+16.8% | $4,764+37.7% |
| Participant deferral / active EE | $22,500 | $8,032+180.1% | $7,297+208.4% | $5,851+284.5% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |