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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 | $144,616 | $118,869+21.7% | $96,575+49.7% | $167,518-13.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.81% | 50.49%-35.7pp | 37.79%-23.0pp | 478.71%-463.9pp |
| Employer contribution / active EE | $2,746 | $3,120-12.0% | $2,357+16.5% | $4,838-43.2% |
| Participant deferral / active EE | $15,327 | $4,616+232.0% | $3,849+298.2% | $6,342+141.7% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |