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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 | $160,368 | $73,518+118.1% | $63,003+154.5% | $147,585+8.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 20.81% | 175.46%-154.7pp | 87.59%-66.8pp | 578.56%-557.7pp |
| Employer contribution / active EE | $7,482 | $3,322+125.2% | $2,760+171.1% | $4,876+53.4% |
| Participant deferral / active EE | $4,250 | $4,183+1.6% | $3,329+27.7% | $5,439-21.9% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,600-100.0% | $10,885-100.0% |