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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 | $175,095 | $157,296+11.3% | $141,191+24.0% | $152,897+14.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.08% | 64.34%-37.3pp | 71.41%-44.3pp | 345.43%-318.4pp |
| Employer contribution / active EE | $19,949 | $5,262+279.1% | $4,736+321.2% | $4,764+318.8% |
| Participant deferral / active EE | $7,362 | $7,111+3.5% | $6,710+9.7% | $5,851+25.8% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |