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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 | $79,871 | $88,754-10.0% | $81,820-2.4% | $145,877-45.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.07% | 1031.77%-1016.7pp | 777.93%-762.9pp | 551.28%-536.2pp |
| Employer contribution / active EE | $5,370 | $3,085+74.0% | $2,915+84.2% | $4,663+15.2% |
| Participant deferral / active EE | $12,191 | $4,648+162.3% | $4,323+182.0% | $6,691+82.2% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |