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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 | $173,592 | $99,031+75.3% | $86,597+100.5% | $147,585+17.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 14.84% | 1312.56%-1297.7pp | 964.96%-950.1pp | 578.57%-563.7pp |
| Employer contribution / active EE | $3,121 | $3,132-0.4% | $2,840+9.9% | $4,876-36.0% |
| Participant deferral / active EE | $6,663 | $3,972+67.7% | $3,609+84.6% | $5,439+22.5% |
| Admin fee / account holder | $0 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |