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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 | $111,394 | $60,119+85.3% | $90,430+23.2% | $79,858+39.5% |
| Participation rate | 83.3% | 65.0%+18.4pp | 72.7%+10.6pp | 69.6%+13.7pp |
| Annual return | 13.94% | 71.94%-58.0pp | 1293.73%-1279.8pp | 31.72%-17.8pp |
| Employer contribution / active EE | $3,333 | $2,068+61.2% | $3,262+2.2% | $2,471+34.9% |
| Participant deferral / active EE | $0 | $2,938-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $172 | $3,976-95.7% | $5,613-96.9% | $5,306-96.8% |