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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 | $132,075 | $70,366+87.7% | $66,674+98.1% | $138,895-4.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 24.05% | 386.41%-362.4pp | 321.24%-297.2pp | 145.39%-121.3pp |
| Employer contribution / active EE | $6,875 | $2,765+148.6% | $2,620+162.4% | $4,194+63.9% |
| Participant deferral / active EE | $24,750 | $4,374+465.8% | $4,084+506.0% | $6,396+286.9% |
| Admin fee / account holder | $24 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |