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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 | $186,189 | $99,011+88.0% | $86,582+115.0% | $147,586+26.2% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 11.97% | 1312.75%-1300.8pp | 965.08%-953.1pp | 578.59%-566.6pp |
| Employer contribution / active EE | $3,574 | $3,132+14.1% | $2,839+25.9% | $4,876-26.7% |
| Participant deferral / active EE | $6,532 | $3,972+64.4% | $3,609+81.0% | $5,439+20.1% |
| Admin fee / account holder | $96 | $5,709-98.3% | $4,904-98.0% | $10,886-99.1% |