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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 | $121,461 | $183,592-33.8% | $155,567-21.9% | $145,959-16.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.08% | 61.24%-15.2pp | 64.74%-18.7pp | 561.95%-515.9pp |
| Employer contribution / active EE | $24,075 | $5,315+353.0% | $4,674+415.1% | $4,661+416.5% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |