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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 | $158,123 | $121,701+29.9% | $104,639+51.1% | $158,982-0.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 22.19% | 465.72%-443.5pp | 340.67%-318.5pp | 302.99%-280.8pp |
| Employer contribution / active EE | $4,763 | $3,165+50.5% | $2,682+77.6% | $4,7630% |
| Participant deferral / active EE | $4,875 | $4,176+16.7% | $3,738+30.4% | $5,983-18.5% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |