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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 | $240,775 | $109,872+119.1% | $98,483+144.5% | $167,536+43.7% |
| Participation rate | 90.9% | 75.8%+15.1pp | 73.3%+17.6pp | 82.1%+8.8pp |
| Annual return | 12.89% | 1959.31%-1946.4pp | 1494.38%-1481.5pp | 478.82%-465.9pp |
| Employer contribution / active EE | $4,349 | $3,225+34.9% | $2,961+46.9% | $4,839-10.1% |
| Participant deferral / active EE | $11,021 | $4,673+135.8% | $4,276+157.7% | $6,342+73.8% |
| Admin fee / account holder | $190 | $6,757-97.2% | $5,953-96.8% | $12,315-98.5% |