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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 | $239,629 | $99,995+139.6% | $85,063+181.7% | $145,978+64.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 26.24% | 83.99%-57.8pp | 66.54%-40.3pp | 550.52%-524.3pp |
| Employer contribution / active EE | $17,843 | $3,231+452.2% | $2,727+554.3% | $4,662+282.8% |
| Participant deferral / active EE | $3,278 | $5,295-38.1% | $4,523-27.5% | $6,690-51.0% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |