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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 | $186,596 | $175,257+6.5% | $149,717+24.6% | $139,456+33.8% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 12.48% | 166.70%-154.2pp | 134.41%-121.9pp | 373.45%-361.0pp |
| Employer contribution / active EE | $7,971 | $5,477+45.5% | $4,820+65.4% | $4,753+67.7% |
| Participant deferral / active EE | $6,977 | $6,521+7.0% | $5,682+22.8% | $6,711+4.0% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |