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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 | $130,696 | $183,988-29.0% | $162,177-19.4% | $152,897-14.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 25.09% | 150.79%-125.7pp | 115.60%-90.5pp | 345.43%-320.3pp |
| Employer contribution / active EE | $8,688 | $6,370+36.4% | $5,613+54.8% | $4,764+82.4% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $184 | $13,123-98.6% | $10,843-98.3% | $11,599-98.4% |