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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 | $166,356 | $209,422-20.6% | $178,503-6.8% | $158,982+4.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.61% | 188.81%-177.2pp | 151.12%-139.5pp | 302.99%-291.4pp |
| Employer contribution / active EE | $6,510 | $5,707+14.1% | $5,011+29.9% | $4,763+36.7% |
| Participant deferral / active EE | $6,140 | $5,955+3.1% | $5,202+18.0% | $5,983+2.6% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |