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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 | $149,633 | $99,652+50.2% | $78,778+89.9% | $147,585+1.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 13.15% | 47.28%-34.1pp | 35.62%-22.5pp | 578.58%-565.4pp |
| Employer contribution / active EE | $12,762 | $2,796+356.5% | $1,986+542.7% | $4,876+161.7% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $169 | $7,155-97.6% | $5,134-96.7% | $10,886-98.4% |