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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 | $151,113 | $127,387+18.6% | $115,038+31.4% | $125,389+20.5% |
| Participation rate | 89.5% | 84.2%+5.3pp | 81.4%+8.1pp | 83.2%+6.3pp |
| Annual return | 276.12% | 31.28%+244.8pp | 26.14%+250.0pp | 282.24%-6.1pp |
| Employer contribution / active EE | $2,504 | $5,166-51.5% | $4,608-45.7% | $4,866-48.5% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |