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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 | $187,588 | $102,595+82.8% | $94,057+99.4% | $154,746+21.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 20.41% | 583.42%-563.0pp | 480.62%-460.2pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,199 | $3,147-30.1% | $2,933-25.0% | $4,379-49.8% |
| Participant deferral / active EE | $11,401 | $5,118+122.8% | $4,709+142.1% | $6,730+69.4% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |