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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 | $240,419 | $88,778+170.8% | $81,844+193.8% | $145,884+64.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.12% | 1033.03%-1020.9pp | 778.87%-766.8pp | 551.85%-539.7pp |
| Employer contribution / active EE | $10,314 | $3,087+234.1% | $2,916+253.6% | $4,662+121.2% |
| Participant deferral / active EE | $7,825 | $4,648+68.3% | $4,323+81.0% | $6,690+17.0% |
| Admin fee / account holder | $172 | $8,430-98.0% | $7,355-97.7% | $13,392-98.7% |