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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 | $221,542 | $157,304+40.8% | $141,197+56.9% | $152,909+44.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 35.89% | 64.34%-28.5pp | 71.41%-35.5pp | 345.46%-309.6pp |
| Employer contribution / active EE | $13,750 | $5,263+161.3% | $4,736+190.3% | $4,764+188.6% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |