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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 | $167,514 | $107,353+56.0% | $92,903+80.3% | $152,885+9.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.57% | 145.62%-123.0pp | 109.43%-86.9pp | 345.39%-322.8pp |
| Employer contribution / active EE | $16,979 | $4,222+302.2% | $3,653+364.8% | $4,763+256.5% |
| Participant deferral / active EE | $3,070 | $4,848-36.7% | $4,238-27.6% | $5,851-47.5% |
| Admin fee / account holder | -$8,327 | $7,081-217.6% | $5,795-243.7% | $11,598-171.8% |