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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 | $166,685 | $118,869+40.2% | $96,575+72.6% | $167,518-0.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.29% | 50.49%-36.2pp | 37.79%-23.5pp | 478.71%-464.4pp |
| Employer contribution / active EE | $2,120 | $3,120-32.1% | $2,357-10.1% | $4,838-56.2% |
| Participant deferral / active EE | $3,866 | $4,616-16.3% | $3,849+0.4% | $6,342-39.0% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |