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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 | $152,262 | $209,428-27.3% | $178,498-14.7% | $158,950-4.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.78%-176.4pp | 151.09%-138.7pp | 302.91%-290.5pp |
| Employer contribution / active EE | $19,355 | $5,707+239.1% | $5,011+286.2% | $4,762+306.4% |
| Participant deferral / active EE | $13,000 | $5,955+118.3% | $5,202+149.9% | $5,983+117.3% |
| Admin fee / account holder | $202 | $17,077-98.8% | $13,985-98.6% | $11,248-98.2% |