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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 | $157,830 | $108,897+44.9% | $100,378+57.2% | $145,877+8.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.19% | 58.17%-48.0pp | 49.41%-39.2pp | 551.28%-541.1pp |
| Employer contribution / active EE | $4,622 | $4,420+4.6% | $3,942+17.2% | $4,663-0.9% |
| Participant deferral / active EE | $9,231 | $8,455+9.2% | $8,087+14.1% | $6,691+38.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |