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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 | $196,574 | $114,093+72.3% | $96,171+104.4% | $167,536+17.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 14.51% | 190.00%-175.5pp | 192.04%-177.5pp | 478.82%-464.3pp |
| Employer contribution / active EE | $1,334 | $3,429-61.1% | $2,799-52.3% | $4,839-72.4% |
| Participant deferral / active EE | $13,000 | $5,197+150.2% | $4,350+198.8% | $6,342+105.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |