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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 | $174,479 | $156,963+11.2% | $121,204+44.0% | $139,466+25.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1476.75%-1463.0pp | 987.18%-973.5pp | 373.66%-359.9pp |
| Employer contribution / active EE | $9,394 | $5,544+69.4% | $4,170+125.3% | $4,754+97.6% |
| Participant deferral / active EE | $4,286 | $4,848-11.6% | $4,083+5.0% | $6,712-36.1% |
| Admin fee / account holder | $13 | $6,953-99.8% | $5,651-99.8% | $11,409-99.9% |