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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 | $162,134 | $107,363+51.0% | $92,909+74.5% | $152,897+6.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 13.65% | 145.63%-132.0pp | 109.44%-95.8pp | 345.43%-331.8pp |
| Employer contribution / active EE | $14,762 | $4,222+249.6% | $3,653+304.1% | $4,764+209.9% |
| Participant deferral / active EE | $12,098 | $4,848+149.5% | $4,238+185.5% | $5,851+106.8% |
| Admin fee / account holder | $19 | $7,082-99.7% | $5,795-99.7% | $11,599-99.8% |