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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 | $113,219 | $78,694+43.9% | $67,652+67.4% | $125,389-9.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.38% | 9.46%-10.8pp | 6625.40%-6626.8pp | 282.24%-283.6pp |
| Employer contribution / active EE | $7,747 | $3,044+154.5% | $2,266+242.0% | $4,866+59.2% |
| Participant deferral / active EE | $18,040 | $4,292+320.3% | $3,560+406.8% | $5,352+237.1% |
| Admin fee / account holder | $34 | $7,403-99.5% | $4,821-99.3% | $9,541-99.6% |