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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 | $94,989 | $78,423+21.1% | $95,964-1.0% | $79,856+19.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 241.57% | 19.37%+222.2pp | 91.64%+149.9pp | 31.71%+209.9pp |
| Employer contribution / active EE | $652 | $1,945-66.5% | $2,541-74.3% | $2,471-73.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $265 | $5,622-95.3% | $6,797-96.1% | $5,306-95.0% |