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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 | $167,803 | $201,344-16.7% | $184,243-8.9% | $145,877+15.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 485.30% | 29.01%+456.3pp | 28.82%+456.5pp | 551.28%-66.0pp |
| Employer contribution / active EE | $5,473 | $7,022-22.1% | $6,427-14.8% | $4,663+17.4% |
| Participant deferral / active EE | $10,449 | $9,807+6.5% | $9,132+14.4% | $6,691+56.2% |
| Admin fee / account holder | $251 | $16,382-98.5% | $13,914-98.2% | $13,402-98.1% |