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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 | $221,012 | $109,411+102.0% | $89,435+147.1% | $158,982+39.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 15.34% | 345.68%-330.3pp | 245.55%-230.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $7,568 | $3,173+138.5% | $2,587+192.5% | $4,763+58.9% |
| Participant deferral / active EE | $5,740 | $4,600+24.8% | $3,890+47.5% | $5,983-4.1% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |