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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 | $244,985 | $175,231+39.8% | $149,696+63.7% | $139,466+75.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 32.04% | 166.77%-134.7pp | 134.46%-102.4pp | 373.66%-341.6pp |
| Employer contribution / active EE | $5,989 | $5,478+9.3% | $4,821+24.2% | $4,754+26.0% |
| Participant deferral / active EE | $9,167 | $6,521+40.6% | $5,682+61.3% | $6,712+36.6% |
| Admin fee / account holder | $259 | $16,155-98.4% | $13,212-98.0% | $11,409-97.7% |