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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 | $225,873 | $208,088+8.5% | $186,193+21.3% | $154,746+46.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.91% | 89.97%-71.1pp | 78.03%-59.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $12,332 | $4,340+184.2% | $3,918+214.7% | $4,379+181.6% |
| Participant deferral / active EE | $12,372 | $7,078+74.8% | $6,513+90.0% | $6,730+83.8% |
| Admin fee / account holder | $24 | $11,698-99.8% | $11,058-99.8% | $14,365-99.8% |