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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 | $39,725 | $175,257-77.3% | $149,717-73.5% | $139,456-71.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.00% | 166.70%-151.7pp | 134.41%-119.4pp | 373.45%-358.5pp |
| Employer contribution / active EE | $12,503 | $5,477+128.3% | $4,820+159.4% | $4,753+163.1% |
| Participant deferral / active EE | $8,889 | $6,521+36.3% | $5,682+56.4% | $6,711+32.4% |
| Admin fee / account holder | $8 | $16,156-100.0% | $13,213-99.9% | $11,407-99.9% |