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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 | $239,484 | $171,867+39.3% | $149,716+60.0% | $147,585+62.3% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 16.15% | 2113.36%-2097.2pp | 1501.67%-1485.5pp | 578.58%-562.4pp |
| Employer contribution / active EE | $3,664 | $6,275-41.6% | $5,444-32.7% | $4,876-24.9% |
| Participant deferral / active EE | $14,102 | $7,270+94.0% | $6,568+114.7% | $5,439+159.3% |
| Admin fee / account holder | $254 | $13,799-98.2% | $11,282-97.7% | $10,886-97.7% |